Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Burmeier is a financial advisor in Plano, TX. William has been working in the financial services industry since 1999. William is currently registered with Ameriprise Financial Services, LLC in Plano, TX. Previously, William was registered with UBS Financial Services Inc. and BANC ONE SECURITIES CORPORATION. William's licenses include Series 63, Series 7 and SIE. William is also a Certified Financial Planner.
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.
Asset allocation 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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TX
05/21/2007 - Present
Ameriprise Financial Services, LLC (Plano TX)
NJ
11/13/2000 - 09/22/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IL
09/14/1999 - 11/22/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
01/19/1999 - 09/10/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
01/19/1999 - 09/10/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 01/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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