Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilma? Claim Your ProfileWilma Burdis is a financial advisor with Raymond James & Associates, Inc. Wilma has been in the industry since 2016 and has a strong track record of success. Wilma is licensed to sell securities in New York and holds the Series 63, SIE, Series 87, Series 86, Series 7, and Series 79 licenses. Wilma previously worked at CREDIT SUISSE SECURITIES (USA) LLC and WELLS FARGO SECURITIES, 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.
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.
Please see note in schedule d - miscellaneous
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
NY
07/25/2022 - Present
Raymond James & Associates, Inc. (NEW YORK NY)
NY
06/07/2018 - 07/22/2022
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NC
09/19/2016 - 01/02/2018
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
BC
Issued 09/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2018
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/28/2018
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/07/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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