Katie BurkeCRD Number: 4962228
Current Firm: Wealth By Empowerment
Katie Burke (CRD# 4962228) is an Investment Advisor Representative working at Wealth By Empowerment in Jacksonville, FL and has over 10 years of experience in the finance industry. Katie Burke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Marian Financial Services Inc.
|Wealth By Empowerment, Inc.||Jacksonville, FL||Nov 2015 - Current||3|
|Hana Financial Group, Inc.||Ponte Vedra Beach, FL||Jun 2015 - Oct 2015||< 1|
|Commonwealth Financial Network||Waltham, MA||Jun 2015 - Oct 2015||< 1|
|Raymond James Financial Services Advisors, Inc.||Jacksonville Beach, FL||Mar 2009 - May 2015||6|
|Mary Carter Financial Services, Inc.||Jacksonville Beach, FL||Jan 2009 - May 2015||6|
|Raymond James Financial Services, Inc.||Jacksonville Beach, FL||Jun 2007 - May 2015||7|
|Mary Carter Financial Services||Jacksonville Beach, FL||May 2005 - May 2015||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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