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 Advisor who has been in the industry since July 30, 2018. Currently, William works at National Financial Services LLC and is registered with the firm as a Series 7, Series 99TO, and SIE licensed representative. William is also a Series 63 licensed representative. William has previously worked at Fidelity Brokerage Services LLC.
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.
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.
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MA
07/31/2024 - Present
National Financial Services LLC (BOSTON MA)
RI
11/23/1999 - 11/22/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 12/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2024
Series 99TO - Operations Professional Examination
BC
Issued 07/03/2024
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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