Unclaimed
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 a financial professional with over 30 years of experience in the industry. Currently, William Burke is registered with Wells Fargo Clearing Services, LLC and has been associated with the firm since April 2016. William has a strong background in both brokerage and investment advisory services. In addition to being a licensed securities representative, William Burke is also a registered investment adviser. William has held several positions at previous firms including LEBENTHAL & CO., LLC, MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., and E. F. HUTTON & COMPANY INC. Prior to joining Wells Fargo Clearing Services, LLC, William Burke was affiliated with LEBENTHAL & CO., LLC and MORGAN STANLEY PRIVATE BANK, NATIONAL ASSOCIATION, both in New York, NY.
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.
1
2
MI
05/03/2016 - Present
Wells Fargo Clearing Services, LLC (BIRMINGHAM MI)
MI
01/15/2015 - 05/06/2016
LEBENTHAL & CO., LLC (Birmingham MI)
MI
06/01/2009 - 01/27/2015
MORGAN STANLEY (BLOOMFIELD HILLS MI)
MI
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BLOOMFIELD HILLS MI)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/20/1983 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 01/12/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/19/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1983
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure William Burke is the right advisor for you? Invested Better is here to help.
