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 a registered representative with JPMorgan Securities LLC. Patrick has been in the industry since June 1987. Patrick holds Series 3, 7, and 63 licenses and Series 66. Patrick is a registered investment advisor in California, Louisiana, North Carolina, Ohio, and Texas. Patrick has worked at Wells Fargo Advisors, LLC, H&R Block Financial Advisors, Inc., Citigroup Global Markets Inc., Lehman Brothers Inc., and Dean Witter Reynolds Inc. Patrick is licensed in 35 states and Washington D.C. Patrick's office is located at 2029 CENTURY PARK EAST FLOOR 37 in LOS ANGELES, CA. Patrick offers financial planning, pension consulting, and selection of other advisors. Patrick also provides portfolio management for businesses and individuals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
08/27/2015 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
CA
02/01/2008 - 06/03/2014
WELLS FARGO ADVISORS, LLC (ROLLING HILLS ESTATES CA)
CA
07/21/2006 - 02/08/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (CENTURY CITY CA)
CA
07/31/1993 - 07/28/2006
CITIGROUP GLOBAL MARKETS INC. (EL SEGUNDO CA)
NY
02/24/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
06/23/1987 - 02/26/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 09/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1990
Series 3 - National Commodity Futures Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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