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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Brian Burns is a financial advisor registered in Michigan and several other states. Jeffrey has been in the financial services industry since 1993 and has experience with LPL Financial LLC, Royal Alliance Associates, Inc., ING Financial Partners, Inc., and Hornor, Townsend & Kent, Inc. Jeffrey is also a Certified Public Accountant and has experience in tax preparation and accounting. Jeffrey is dedicated to providing personalized financial advice and helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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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MI
10/26/2020 - Present
LPL Financial LLC (GRAND RAPIDS MI)
MI
08/18/2005 - 10/28/2020
ROYAL ALLIANCE ASSOCIATES, INC. (GRAND RAPIDS MI)
CT
11/23/1998 - 08/23/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
PA
07/12/1996 - 10/30/1998
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MI
08/28/1995 - 04/30/1996
NORTH AMERICAN FINANCIAL GROUP, INC. (WARREN MI)
MI
11/16/1992 - 11/28/1994
NORTH AMERICAN FINANCIAL GROUP, INC. (WARREN MI)
IA
Issued 05/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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