Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Alexander Burgess is a financial professional with MWA Financial Services Inc., located in Charlotte, NC. William has a broad range of experience and expertise in the financial services industry, demonstrated through his Series 7TO, Series 66, and SIE licenses. With a focus on individual and business portfolio management, financial planning, and selection of other advisors, William is committed to providing personalized and tailored guidance to help clients achieve their financial goals.
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.
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.
1
2
NC
07/11/2023 - Present
MWA Financial Services Inc. (Charlotte NC)
BOTH
Issued 01/19/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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