Unclaimed
Sean Burke is a financial advisor with over 27 years of experience in the industry. Sean Burke currently works at International Assets Investment Management, LLC. Sean Burke has experience with financial planning, pension consulting, and the selection of other advisors.
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.
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
FL
04/11/2024 - Present
International Assets Investment Management, LLC (ORLANDO FL)
NJ
02/10/2022 - 05/26/2022
PARK AVENUE SECURITIES LLC (PARAMUS NJ)
PA
08/13/2018 - 06/10/2020
OPPENHEIMER & CO. INC. (DOYLESTOWN PA)
NJ
11/17/2016 - 08/17/2018
THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. (FLORHAM PARK NJ)
NJ
08/08/2016 - 11/18/2016
NATIONAL SECURITIES CORPORATION (EDISON NJ)
NJ
10/27/2014 - 08/12/2016
WELLS FARGO ADVISORS, LLC (WARREN NJ)
NJ
01/23/2009 - 11/07/2013
WELLS FARGO ADVISORS, LLC (WARREN NJ)
NJ
04/02/2007 - 01/26/2009
MORGAN STANLEY & CO. INCORPORATED (WARREN NJ)
NJ
06/24/2005 - 04/02/2007
MORGAN STANLEY DW INC. (WARREN NJ)
MO
10/26/1993 - 06/28/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NJ
01/18/1991 - 11/12/1993
RYAN, BECK & CO. (FLORHAM PARK NJ)
NY
01/18/1991 - 01/28/1991
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 10/17/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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