Unclaimed
Patrick Burke is a Financial Advisor with RBC Capital Markets, LLC. Patrick has over 25 years of experience in the financial services industry. Patrick specializes in providing investment advice to a wide range of clients, including high net worth individuals, families, businesses, and institutions. Prior to joining RBC Capital Markets, LLC, Patrick worked at RBC CAPITAL MARKETS CORPORATION and RBC DAIN RAUSCHER INC. Patrick holds Series 7, 24, 55, 57TO, and SIE licenses.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
NY
02/29/2008 - Present
RBC Capital Markets, LLC (NEW YORK NY)
NY
02/06/2004 - 02/29/2008
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
NY
04/22/2003 - 02/06/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NY
09/09/2002 - 04/15/2003
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
08/05/1997 - 09/09/2002
SPEAR, LEEDS & KELLOGG, L.P. (NEW YORK NY)
GA
06/13/1997 - 08/13/1997
ARGENT SECURITIES, INC. (ATLANTA GA)
BC
Issued 07/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, 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 PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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