Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Burke is an advisor with Avantax Advisory Services, a registered investment advisor. Patrick has been in the industry since July 2011 and currently has registrations in Ohio and Texas. Patrick is also a licensed representative of HD VEST INVESTMENT SERVICES. Previously, Patrick was an owner/sole proprietor of Burke & Schindler CPA's, providing tax preparation and accounting services. Patrick is a member of the board of directors of several organizations, including Dynamic Catholic, SMS Holdings Corporation, and UASI. Patrick provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
OH
02/02/2024 - Present
Avantax Advisory Services (Cincinnati OH)
OH
06/23/2011 - 11/22/2016
HD VEST INVESTMENT SERVICES (Cincinnati OH)
BOTH
Issued 11/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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