Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Montfort Burns is a financial advisor at National Financial Services LLC. He is based in Westlake, Texas and has been working in the financial industry since 1993. William Montfort Burns is registered with FINRA and holds the Series 6, Series 7, Series 63, and Series 66 licenses. William Montfort Burns is also licensed to sell securities products in Texas. Previously, William Montfort Burns was employed 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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TX
03/03/2009 - Present
National Financial Services LLC (WESTLAKE TX)
TX
05/06/1993 - 02/03/2009
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 02/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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