Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Burman is a financial professional with over 20 years of experience in the industry. Michael is currently registered with J.P. Morgan Institutional Investments Inc. Michael has held previous roles at JPMorgan Distribution Services, Inc., Rydex Distributors, Inc., Morgan Stanley DW Inc., and NYLIFE Securities Inc. Michael holds the Series 6, 7, 24, 31, 53 and 66 licenses.
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.
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2
NY
01/03/2011 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
OH
10/16/2007 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
MD
01/23/2002 - 08/28/2007
RYDEX DISTRIBUTORS, INC. (ROCKVILLE MD)
NY
07/07/1999 - 01/22/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
02/24/1999 - 07/01/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 09/11/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/15/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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