Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Borr is a registered representative with Planmember Securities Corp. Jeff has been in the industry since 2012. Jeff is registered in Michigan and Ohio. Jeff also has a Series 7 and Series 66 license. Jeff provides financial planning and investment advisory services to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Jeff also provides educational seminars and market timing services. Jeff's previous experience includes working as an independent agent selling insurance. Jeff has also worked as a presenter for the Michigan Association of Retired School Personnel (MARSP).
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.
Provides investment supervisory services
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.
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2
MI
02/22/2016 - Present
Planmember Securities Corp. (Grandville MI)
FL
12/05/2012 - 02/22/2016
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
BOTH
Issued 03/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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