Unclaimed
Byron Jimmerson is a financial advisor with Foundations Investment Advisors LLC. Byron is based in Phoenix, AZ and has been in the industry since 2020. Byron holds a Series 7TO and a Series 66 license and has completed the SIE exam. The advisor is active in Texas and inactive in other states. Byron has prior experience with Next Financial Group, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
02/01/2024 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
TX
11/20/2020 - 01/02/2024
NEXT FINANCIAL GROUP, INC. (FLOWER MOUND TX)
BOTH
Issued 04/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2020
Series 7TO - General Securities Representative Examination
Active
Inactive
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