Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Burke is a registered representative with UBS Financial Services Inc. with over 30 years of experience in the financial services industry. William has held previous positions at MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., NEW YORK CAPITAL MARKETS INC., and CHASE SECURITIES, INC.. William is licensed to provide investment advice in New Jersey and Texas and holds the Series 7, Series 63, Series 24 and SIE exams.
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.
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.
See schedule d - miscellaneous
1
2
NJ
08/21/2013 - Present
UBS Financial Services Inc. (Warren NJ)
NJ
06/01/2009 - 09/04/2013
MORGAN STANLEY (MORRISTOWN NJ)
NJ
09/21/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MORRISTOWN NJ)
NY
01/15/1997 - 04/16/1999
NEW YORK CAPITAL MARKETS INC. (GARDEN CITY NY)
MD
11/18/1986 - 01/11/1995
CHASE SECURITIES, INC. (NEW YORK MD)
BOTH
Issued 11/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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