Unclaimed
Thomas Edward Burke is a financial advisor with over 30 years of experience in the industry. Currently registered with Cetera Investment Advisers LLC, Thomas has a background in accounting and business management. He provides a wide range of services including financial planning, portfolio management, and pension consulting. Thomas is also a certified financial planner (CFP). In addition to his experience at Cetera, Thomas has worked with a variety of other organizations, including Cetera Financial Specialists LLC, C. J. M. Planning Corp., and Burke Grbelja & Symeonides LLC.
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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2
NJ
03/28/2018 - Present
Cetera Investment Advisers LLC (ROCHELLE PARK NJ)
NJ
10/24/2005 - 12/02/2016
CETERA FINANCIAL SPECIALISTS LLC (ROCHELLE PARK NJ)
NJ
10/30/1985 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
BC
Issued 2/5/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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