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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 AE Wealth Management, LLC, a firm with offices in Topeka, KS and Coconut Creek, FL. Sean is registered as an investment advisor representative (IAR) in Florida. Sean has been in the industry since 2015 and specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Previous experience includes Fidelity Brokerage Services LLC and Noble Financial Capital Markets. Sean has a series 7, 63, and 66 licenses and has passed the SIE exam.
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.
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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FL
09/09/2021 - Present
AE Wealth Management, LLC (Coconut Creek FL)
FL
04/28/2017 - 07/16/2021
FIDELITY BROKERAGE SERVICES LLC (BOCA RATON FL)
FL
12/15/2015 - 07/25/2016
NOBLE FINANCIAL CAPITAL MARKETS (BOCA RATON FL)
BOTH
Issued 08/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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