Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Wu is a financial professional registered with Bourne Partners Securities, LLC in North Carolina. William Wu is a licensed securities agent, having passed the Uniform Securities Agent State Law Examination (Series 63). He also holds the Investment Banking Registered Representative Examination (Series 79TO) and the Securities Industry Essentials Examination (SIE) licenses.
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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NC
07/12/2024 - Present
Bourne Partners Securities, LLC (CHARLOTTE NC)
BC
Issued 07/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/27/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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