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WB

William J. Burns

CION SECURITIES
New York, NY 10017
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CRD#: 2058159
WB

Professional summary


William J Burns, who also goes by Bill Burns, is a registered financial professional currently at CION SECURITIES, LLC located in New York, New York.

William is registered as a RR (Registered Representative) and started their career in finance in 1990. William has worked at 8 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bill Burns

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view William J Burns's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 2, 2012 - Present

CION SECURITIES, LLC

Office #1: 100 Park Avenue 25th Floor, New York, NY 10017Office #2: 100 Park Avenue 25th Floor, New York, NY 10017
BD
CRD#: 15487
New York, NY
Past

September 22, 2010 - August 19, 2011

ASSET & FINANCIAL PLANNING, LTD

RIA
CRD#: 110709
POUGHKEEPSIE, NY
Past

September 14, 2010 - August 19, 2011

PRIME CAPITAL SERVICES, INC.

BD
CRD#: 18334
POUGHKEEPSIE, NY
Past

April 3, 2003 - November 5, 2008

NYLIFE SECURITIES LLC

BD
CRD#: 5167
SLEEPY HOLLOW, NY
Past

September 29, 1999 - February 18, 2003

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

September 23, 1993 - September 29, 1999

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

July 31, 1993 - September 29, 1993

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

May 22, 1990 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(8/2/2012)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/8/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 7/17/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CS
CION SECURITIES, LLC
CION INVESTMENTS | OSPREY SECURITIES CORP. | ICON SECURITIES, LLC | ICON SECURITIES CORP. | ICON SECURITIES CORP | ICON INVESTMENTS | ICG SECURITIES CORP. | CION SECURITIES, LLC

CRD#: 15487 / SEC#: , 8-32283

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
100 Park Avenue 25th Floor, New York, NY 10017
Mailing Address
100 Park Avenue 25th Floor, New York, NY 10017
Phone number
(212) 418-4700
Established
Delaware since 01/02/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
CION INVESTMENT GROUP, LLCMEMBER
BURNS, WILLIAM JCHIEF COMPLIANCE OFFICER2058159
CROSSMAN, DOUGLAS SCHIEF EXECUTIVE OFFICER2749478
GATTO, MARKDIRECTOR
HOPKINSON, JODI AVP COMPLIANCE2898349
REISNER, MICHAEL ADAMDIRECTOR

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CION SECURITIES, LLC

CRD#: 15487New York, NY 10017

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