Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Leighton Burke is a Registered Representative and Investment Advisor Representative with Integrated Wealth Concepts LLC. Sean is licensed to provide investment advice and securities trading services to individuals, families, and businesses. Sean has been in the financial services industry since 2013 and is dedicated to helping clients achieve their financial goals. Sean has a broad range of experience in financial planning, investment management, and retirement planning. Sean is also a member of the National Association of Personal Financial Advisors (NAPFA).
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.
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
MA
07/17/2018 - Present
Integrated Wealth Concepts LLC (Rockland MA)
MA
08/16/2017 - 07/12/2018
E*TRADE SECURITIES LLC (Boston MA)
MA
12/22/2014 - 07/25/2017
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
08/22/2013 - 12/09/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (HINGHAM MA)
NC
12/19/2012 - 12/20/2012
INNOVATION PARTNERS LLC (CHARLOTTE NC)
IA
Issued 11/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/18/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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