Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Burt is an investment advisor representative with Brokers International Financial Services, LLC. William has been in the industry since 1997. He has a Series 6, 7, 63, and 66 license. He is also registered with the state of Iowa. William is a President of WMBURT ADVISORS, which is a DBA for Securities and Fixed Insurance business. He is also involved in investment and product research, client meetings, office administration and sales. His current employer, Brokers International Financial Services, LLC has a total of 11566 clients with over 2 billion dollars in assets under management. The firm provides advisory services such as educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets managed by third-party advisor firms
1
2
IA
06/30/2015 - Present
Brokers International Financial Services, LLC (MASON CITY IA)
IA
01/05/2009 - 06/30/2015
SII INVESTMENTS, INC. (MASON CITY IA)
IA
11/04/2002 - 01/07/2009
MULTI-FINANCIAL SECURITIES CORPORATION (MASON CITY IA)
NY
05/03/1999 - 11/08/2002
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
12/15/1997 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BOTH
Issued 10/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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