Unclaimed
Jamar Antwan Burton is a registered representative with Fidelity Personal and Workplace Advisors. Jamar has been in the securities industry since April 2004 and has experience with a variety of financial products and services. Jamar is registered in 53 states and has several industry licenses, including the Series 63, Series 66 and Series 7. Before joining Fidelity Personal and Workplace Advisors, Jamar worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Royal Alliance Associates, Inc. and Edward Jones.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
MA
02/23/2021 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
03/10/2008 - 02/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LONG BEACH CA)
CA
04/17/2006 - 02/15/2008
ROYAL ALLIANCE ASSOCIATES, INC. (ORANGE CA)
MO
11/12/2003 - 03/09/2006
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 04/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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