Unclaimed
Robert Burke is an investment advisor representative with over 28 years of experience in the financial services industry. Robert is currently registered with Mendham Capital Management, Inc. and Raymond James Financial Services Advisors, Inc.. Robert has a strong background in providing investment advice and financial planning to individuals and families. Robert is also registered with the state of New Jersey as an investment advisor representative and is a registered principal in the state of New Jersey. Robert specializes in providing financial advice and guidance to high-net-worth individuals, families, and businesses. He has a strong track record of success in helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
General consulting services/seminars
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.
1
2
NJ
07/01/2008 - Present
Mendham Capital Management, Inc. (BASKING RIDGE NJ)
NY
09/27/1993 - 05/16/2007
VAN DER MOOLEN SPECIALISTS USA, LLC (NEW YORK NY)
IA
Issued 04/24/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/26/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/23/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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