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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Burke is a financial advisor with Fidelity Personal and Workplace Advisors in Chandler, AZ. Sean is a Certified Financial Planner and has been in the industry since 2008. Sean is a Series 6, 7, and SIE licensed representative, registered in 22 states. Sean has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Sean can provide financial planning, portfolio management, and educational seminars to help clients reach their financial goals. Sean previously worked at Vanguard Marketing Corporation in Scottsdale, AZ.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AZ
08/06/2021 - Present
Fidelity Personal AND Workplace Advisors (CHANDLER AZ)
AZ
03/23/2007 - 05/14/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 03/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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