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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Burke is an investment advisor representative with AE Wealth Management, LLC in Dayton, Ohio. William has been in the industry for over 2 years and has a Series 7TO, SIE and Series 66 license. He is registered as an Investment Advisor Representative in Ohio and has experience working with individuals, corporations and pension and profit-sharing plans. His practice focuses on providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management. William is also a producer/agent for Russell Total Wealth & Wellness, specializing in insurance sales.
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.
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.
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2
OH
02/06/2024 - Present
AE Wealth Management, LLC (Dayton OH)
OH
09/14/2022 - 03/29/2024
ARKADIOS CAPITAL (Dayton OH)
OH
04/10/2022 - 09/08/2022
KALOS CAPITAL, INC. (Dayton OH)
BOTH
Issued 05/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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