Unclaimed
Liliana Burneo-brown is an investment advisor representative at J.P. Morgan Securities LLC. Liliana has been in the financial services industry since 1995 and has been registered with the Securities and Exchange Commission (SEC) and FINRA since 1995. Liliana's primary focus is providing financial planning and portfolio management services to high-net-worth individuals and families. Liliana has a broad range of experience working for different financial firms including UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. J.P. Morgan Securities LLC is a subsidiary of JPMorgan Chase & Co. and is a leading provider of investment banking, securities, and investment management services to a global client base.
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 02/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1995
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/25/1995
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.