Unclaimed
Marta Burel is a financial advisor with J.p. Morgan Institutional Investments Inc. located in Chicago, Illinois. Marta has been in the financial services industry since February 23, 2009. Her previous experience includes working at CAPITAL BROKERAGE CORPORATION and Edward Jones. Marta holds Series 7, SIE and Series 66 licenses and is registered in Arizona, California, Florida, Illinois, Missouri, North Carolina and Texas.
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.
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.
1
2
IL
06/25/2012 - Present
J.p. Morgan Institutional Investments Inc. (CHICAGO IL)
VA
04/05/2010 - 04/02/2012
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MO
11/12/2008 - 03/15/2010
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 01/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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