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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Tearle Burch is a financial advisor with Trajan Wealth, LLC. Jeff has been in the financial industry for over 10 years and is registered in Arizona. Jeff is a Series 6, 7, 9, 10, 63, and 66 licensed professional, and specializes in financial planning, portfolio management, and providing educational seminars. Jeff has experience working with various clients, including high-net-worth individuals, insurance companies, and investment companies.
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.
Strategic management for diversified investment portfolios.
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.
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.
1031 advisory fees
1
2
AZ
05/31/2023 - Present
Trajan Wealth, LLC (SCOTTSDALE AZ)
AZ
07/26/2012 - 04/19/2023
WELLS FARGO CLEARING SERVICES, LLC (SCOTTSDALE AZ)
NV
10/23/2009 - 06/29/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAS VEGAS NV)
NV
10/13/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LAS VEGAS NV)
BOTH
Issued 03/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/11/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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