Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanine? Claim Your ProfileJeanine Jane Burford is an investment advisor representative at Morgan Stanley. Jeanine has over 30 years of experience in the financial services industry. She is a Series 7 and 63 registered representative and holds a Series 65 license. She is also registered as an investment advisor representative in 20 states. Jeanine has held previous positions with Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, Wells Fargo Securities Inc., Corelink Financial, Inc., Smith Barney Inc. and Lehman Brothers 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.
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
07/21/2023 - Present
Morgan Stanley (Montecito CA)
CA
01/03/2011 - 07/25/2023
WELLS FARGO CLEARING SERVICES, LLC (MONTECITO CA)
CA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SANTA BARBARA CA)
CA
03/14/1997 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
11/21/1994 - 01/01/1997
CORELINK FINANCIAL, INC. (ST. CLOUD MN)
NY
07/31/1993 - 11/30/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
07/19/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
03/11/1992 - 07/21/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeanine Burford is the right advisor for you? Invested Better is here to help.
