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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle-marie? Claim Your ProfileMichelle-marie Janie Burmester is a financial advisor at Morgan Stanley. Michelle-marie is registered with the state of California and has been in the financial industry since 2016. Michelle-marie has passed several industry exams including the Series 7, Series 63, Series 66 and the SIE. Michelle-marie is also registered as an Investment Advisor Representative in Texas. Michelle-marie provides financial planning, investment advice and portfolio management for individual clients as well as businesses and institutions. Michelle-marie also provides pension consulting services. Michelle-marie is a licensed agent and is registered as an Investment Advisor Representative in Texas. Michelle-marie's primary business is located in Montecito, California. Michelle-marie is also an active member of a commercial rental property partnership in Carpinteria, California.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
03/03/2020 - Present
Morgan Stanley (Montecito CA)
BOTH
Issued 01/25/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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