Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Burke is a financial advisor with over 11 years of experience in the industry. Zachary is currently registered with LPL Financial LLC in Chicago, Illinois. Prior to joining LPL, Zachary worked for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and J.P. MORGAN SECURITIES LLC. Zachary holds Series 6, 7, 63, and 66 licenses as well as the SIE exam and is a Certified Financial Planner.
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.
Consulting and other non-discretionary advisory services
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
IL
12/12/2022 - Present
LPL Financial LLC (CHICAGO IL)
IL
10/14/2013 - 09/28/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (EVANSTON IL)
IL
10/01/2012 - 10/10/2013
J.P. MORGAN SECURITIES LLC (DEERFIELD IL)
IL
05/11/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DEERFIELD IL)
BOTH
Issued 02/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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