Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam D. Burk is a financial advisor with Wells Fargo Advisors Financial Network, LLC. William has been in the financial services industry since 1999. William has a Series 7, Series 63, and Series 65 license. William has a FINRA approved registration with Wells Fargo Advisors Financial Network, LLC. William is also registered as an investment advisor representative in 44 states and the District of Columbia. William has experience working at UBS Financial Services Inc. and Prudential Securities Incorporated. William's specializations include investment advisory services, financial planning, pension consulting, 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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
08/16/2016 - Present
Wells Fargo Advisors Financial Network, LLC (TUCSON AZ)
NJ
05/26/2000 - 02/08/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
07/21/1999 - 05/31/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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