Michelle-marie Burmester (CRD# 6397830) is an Investment Advisor Representative working at Morgan Stanley in Montecito, CA and has over 3 years of experience in the finance industry.
CRD# 5610266
Wells Fargo Clearing Services, LLC
CRD# 2610909
Unionbanc Investment Services, LLC
CRD# 4851789
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2018 - Current | 3 |
| Morgan Stanley | Montecito, CA | Sep 2014 - Current | 6 |
| Bank Of America | Simi Valley, CA | Sep 2012 - Sep 2014 | 2 |
| La Ventana | Thousand Oaks, CA | Jun 2012 - Aug 2012 | < 1 |
| Kirby Chrysler Jeep Dodge Ram | Simi Valley, CA | Mar 2011 - Jun 2012 | 1 |
| Simi Valley Highschool/apollo High School | Simi Valley, CA | Mar 2006 - Mar 2011 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
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Total Assets Under Management904,301MILLIONS
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Total Number of Accounts1,863,328ACCOUNTS
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Average Account Value$485,315
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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