Vielka T. Burey
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Vielka T Burey, CFP®, who also goes by VIelka Terezinha Burey, Vielka Terezinha Burey-jacas, Vielka Burey-jacas, Vielka T Burey-jacas, was a registered financial professional .
Vielka is a previously registered financial professional and started their career in finance in 2009. Vielka had worked at 3 firms and has passed the SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2007
Experience
April 18, 2023 - August 12, 2024
MORAN WEALTH MANAGEMENT, LLC
April 1, 2014 - March 29, 2016
FORTIUS FINANCIAL ADVISORS, LLC
June 4, 2009 - July 10, 2009
MML INVESTORS SERVICES, LLC
Primary Firm SEC Registration
MORAN WEALTH MANAGEMENT, LLC
CRD#: 319208 / SEC#: 801-123682
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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Exams
Current Firm
MORAN WEALTH MANAGEMENT, LLC
CRD#: 319208 / SEC#: 801-123682
Contact information
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,102 |
| AUM (Assets Under Management) | $ 5,093,086,147 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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