William BuerkettCRD Number: 6167957
Current Firm: Ubs Financial Services Inc.
William Buerkett (CRD# 6167957) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Charlotte, NC and has over 3 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Ubs Financial Services Inc.||Charlotte, NC||Jul 2014 - Current||3|
|Unemployed||Charlotte, NC||Mar 2014 - Jun 2014||< 1|
|Ameriprise Financial||Barrington, IL||Feb 2013 - Feb 2014||1|
|Busey Wealth Management||Urbana, IL||Feb 2012 - Feb 2013||1|
|Unemployed||Champaign, IL||Jun 2011 - Jan 2012||< 1|
|Eastern Illinois University||Charleston, IL||Aug 2010 - May 2011||< 1|
|First State Bank||Champaign, IL||Apr 2008 - Aug 2010||2|
|University Of Illinois Urbana Champaign||Champaign, IL||Aug 2007 - May 2010||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management391,710MILLIONS
Total Number of Accounts885,967ACCOUNTS
Average Account Value$442,127
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV