Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Leo Burke is a financial professional with over 20 years of experience in the industry. Raymond is currently registered with Morgan Stanley. Raymond has a strong background in the investment industry, having held previous roles with firms such as DWS INVESTMENTS DISTRIBUTORS, INC, SCUDDER INVESTOR SERVICES, INC., and INVESTOR SERVICE CENTER, INC. Raymond holds multiple licenses including Series 6, Series 7 and Series 63 and is a Registered Representative in New York.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
10/28/2013 - Present
Morgan Stanley (PURCHASE NY)
NY
10/19/2001 - 10/11/2012
DWS INVESTMENTS DISTRIBUTORS, INC (NEW YORK NY)
NY
11/01/1999 - 10/19/2001
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
NY
04/08/1999 - 10/13/1999
INVESTOR SERVICE CENTER, INC. (ROCHESTER NY)
BC
Issued 10/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Raymond Burke is the right advisor for you? Invested Better is here to help.
