Unclaimed
Liliana Burneo-Brown is a financial advisor with J.P. Morgan Securities LLC. Liliana has been in the industry since 1995 and holds multiple securities licenses, including Series 7, 6, 22, 63, and 66. Liliana is registered to provide investment advisory services in all 50 states and the District of Columbia. Previously, Liliana has worked with other financial institutions such as UBS Financial Services Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Direct Equities, Inc.
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
FL
05/31/2023 - Present
J.p. Morgan Securities LLC (Miami FL)
FL
10/19/2021 - 05/03/2023
UBS FINANCIAL SERVICES INC. (WEST PALM BEACH FL)
CA
07/28/2008 - 10/16/2021
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
06/13/1997 - 07/02/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CENTURY CITY CA)
NA
08/07/1995 - 04/25/1997
DIRECT EQUITIES, INC.
BOTH
Issued 2/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/9/1995
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 7/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Liliana Burneo-brown is the right advisor for you? Invested Better is here to help.
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.