Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bill? Claim Your ProfileBill L. Burgess is a financial advisor at Edward Jones. Bill has over 40 years of experience in the financial services industry. Bill is registered with the state of West Virginia and has Series 7 and 63 licenses as well as the SIE. Bill is also a registered investment advisor. Bill's previous experience includes positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and First Union Capital Markets Corp. Bill's clients include high-net-worth individuals, individuals other than high-net-worth, partnerships, investment clubs, limited liability companies, charitable organizations, corporations, and pension and profit-sharing plans. Bill provides financial planning, portfolio management, and selection of other advisors.
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.
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.
See schedule d - miscellaneous
1
2
WV
08/08/2024 - Present
Edward Jones (BECKLEY WV)
WV
10/01/1999 - 08/12/2024
WELLS FARGO CLEARING SERVICES, LLC (BECKLEY WV)
NC
10/17/1983 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BC
Issued 09/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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