Stephen P. Burk
Professional summary
Stephen Prentiss Burk, CFP®, who also goes by Steve Burk, is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.
Stephen is registered as a RR (Registered Representative) and started their career in finance in 1979. Stephen has worked at 5 firms and has passed the Series 63, Series 22TO, Series 6TO, SIE, Series 1 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Stephen Prentiss Burk's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1982
Experience
July 22, 2025 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901February 20, 2025 - July 31, 2025
CETERA WEALTH SERVICES, LLC
September 23, 1997 - February 20, 2025
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
June 21, 1995 - September 15, 1997
UNITED SECURITIES GROUP, INC.
January 3, 1979 - June 26, 1995
CONSECO FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/22/2025)
Exams
Series 22TO
Date: 1/2/2023
Direct Participation Programs Representative ExaminationSeries 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationSeries 1
Date: 5/24/1978
Registered Representative ExaminationFINRA
Current Firm
THE LEADERS GROUP, INC.
CRD#: 37157 / SEC#: , 8-47639
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 4 |
Red Flags
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