Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Francis Burke is a financial advisor with over 50 years of experience in the industry. He currently works at Morgan Stanley and has been with the firm since 2009. Burke has extensive experience in the financial services industry, with previous roles at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Dean Witter & Co. Incorporated. His expertise extends beyond providing financial advice, as he also holds principal licenses and has held management positions at the firm. William has a deep understanding of the financial markets and is committed to helping 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
06/01/2009 - Present
Morgan Stanley (OXNARD CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (OXNARD CA)
CA
02/24/1978 - 04/02/2007
MORGAN STANLEY DW INC. (OXNARD CA)
NA
05/16/1973 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
NA
11/01/1968 - 05/16/1973
DEAN WITTER & CO. INCORPORATED
IA
Issued 07/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/05/1975
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1979
PC - AMEX Put and Call Exam
BC
Issued 09/10/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American 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.
