Unclaimed
Thomas Joseph Burke is a registered representative with Osaic Wealth, Inc. and has been in the industry since January 14, 1996. Thomas has passed the Series 6, 7, 63, and 66 exams and the Securities Industry Essentials Examination (SIE). Thomas is registered in nine states: California, Colorado, Maryland, Ohio, Pennsylvania, South Carolina, Virginia, West Virginia, and West Virginia for investment advisory. Thomas is a tax preparer for ABRAHAM & CO. and also runs a sole proprietorship business where Thomas sells life and health insurance.
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
WV
11/03/2023 - Present
Osaic Wealth, Inc. (MOUNDSVILLE WV)
WV
02/27/2009 - 11/03/2023
FSC SECURITIES CORPORATION (MOUNDSVILLE WV)
WV
03/31/2000 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (MOUNDSVILLE WV)
NJ
03/14/1996 - 03/28/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
WI
01/01/1996 - 03/01/1996
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
BOTH
Issued 01/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/28/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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