Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Burke is a registered investment advisor with Wedbush Securities Inc. located in Los Angeles, California. Vincent has over 20 years of experience in the financial industry, including roles at Wells Fargo Advisors, LLC and Citigroup Global Markets Inc.. Vincent has a broad range of experience and expertise in various financial services, including investment advisory, brokerage, and wealth management. Vincent holds a Series 7, Series 31, and Series 66 licenses as well as 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
01/31/2017 - Present
Wedbush Securities Inc. (LOS ANGELES CA)
ID
01/18/2007 - 09/21/2016
WELLS FARGO ADVISORS, LLC (BOISE ID)
ID
09/02/2004 - 01/25/2007
CITIGROUP GLOBAL MARKETS INC. (BOISE ID)
NY
08/07/2002 - 09/08/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 08/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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