Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Burt? Claim Your ProfileBurt Moskowitz has been in the financial industry since 1991. Currently, Burt is registered with J.P. Morgan Securities LLC as an Investment Advisor Representative. Burt has held positions at several firms over the years including Halliday Financial, LLC, AXA Advisors, LLC and Bear, Stearns & Co. Inc. Burt has a strong background in financial services, having passed numerous industry exams including Series 66, Series 63, Series 10, Series 9, Series 27, SIE, and Series 7. Burt is a well-rounded financial professional with a history of providing comprehensive investment advice and services.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
01/04/2017 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
12/12/2012 - 01/07/2015
HALLIDAY FINANCIAL, LLC (GLEN HEAD NY)
NY
10/21/2009 - 12/13/2012
AXA ADVISORS, LLC (BROOKLYN NY)
NY
11/27/1989 - 07/10/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
03/22/1988 - 10/25/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 02/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/25/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/28/2002
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
F
FINRA
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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