Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Joseph Burke is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. William has been in the industry since 1995 and has held registrations in multiple states, including New Jersey, New York, and Texas. William is also registered as an investment advisor representative in New Jersey and New York. William has passed the Series 7, Series 31, and Series 63 exams, as well as the SIE and Series 65 exams. William has experience working with a variety of clients, including individuals, corporations, and charitable organizations. William specializes in providing investment consulting services to institutional clients, as well as financial planning, pension consulting, and portfolio management for individuals and businesses.
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
NJ
03/01/2013 - Present
Wells Fargo Clearing Services, LLC (FAIRFIELD NJ)
NY
11/12/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NEW YORK NY)
NJ
06/13/1995 - 10/25/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 06/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 06/12/1995
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
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