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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 Burnette is an Investment Advisor Representative with Mariner Wealth. William has been working in the financial industry for over 30 years and has experience with various financial products and services. William is a licensed investment advisor in Pennsylvania. He has extensive experience in advising high-net-worth individuals, corporations, and institutions. William is dedicated to providing personalized financial planning and investment management services to help clients reach 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.
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.
Family office services
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
PA
09/01/2021 - Present
Mariner Wealth (Pittsburgh PA)
PA
03/08/2012 - 12/05/2014
FORTUNE FINANCIAL SERVICES, INC. (PITTSBURGH PA)
PA
07/19/2007 - 12/31/2011
THE INVESTMENT CENTER, INC. (PITTSBURGH PA)
PA
10/12/2004 - 07/16/2007
WHARTON EQUITY CORPORATION (PITTSBURGH PA)
PA
04/14/1988 - 09/22/2004
FINANCIAL INVESTMENT ANALYSTS, INC. (PITTSBURGH PA)
NJ
08/28/1984 - 04/14/1988
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 06/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/05/2014
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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