Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Burke is a financial advisor with over 40 years of experience in the industry. Thomas is currently registered with Wells Fargo Advisors Financial Network, LLC and has a Series 63 and Series 65 licenses. Thomas is also registered with the state of Florida. Thomas Burke has experience with a variety of client types, including high-net-worth individuals, charitable organizations, corporations, and pension plans. Thomas is also a registered principal with FINRA. Thomas Burke is committed to providing his clients with personalized financial advice and guidance.
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.
Investment consulting services to institutional clients
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.
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2
IN
06/09/2022 - Present
Wells Fargo Advisors Financial Network, LLC (INDIANAPOLIS IN)
IN
07/01/2003 - 06/09/2022
WELLS FARGO CLEARING SERVICES, LLC (INDIANAPOLIS IN)
NY
08/25/1989 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/19/1983 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
IA
Issued 01/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/03/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1996
Series 5 - Interest Rate Options Examination
BC
Issued 07/02/1996
Series 15 - Foreign Currency Options Examination
BC
Issued 05/04/1984
Series 3 - National Commodity Futures Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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