Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Burk is a financial professional with over 40 years of experience in the financial services industry. Stephen is currently registered with Concourse Financial Group Securities, Inc. in Overland Park, Kansas. Stephen has a strong track record of success in providing financial advice and investment management services to a wide range of clients, including individuals, families, and businesses. Stephen holds a variety of licenses and certifications, including Series 1, 6, 63, 22, 26, and SIE. Prior to joining Concourse Financial Group Securities, Inc., Stephen worked for United Securities Group, Inc. and Philadelphia Life Asset Planning Company. Stephen is committed to providing his clients with personalized financial guidance and investment strategies designed to help them 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
09/23/1997 - Present
Concourse Financial Group Securities, Inc. (Overland Park KS)
CT
06/21/1995 - 09/15/1997
UNITED SECURITIES GROUP, INC. (FARMINGTON CT)
IN
01/03/1979 - 06/26/1995
PHILADELPHIA LIFE ASSET PLANNING COMPANY (CARMEL IN)
BC
Issued 09/03/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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