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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 Burton Fournace is a financial advisor with over 25 years of experience in the financial industry. Currently, Jeffrey Burton Fournace is registered with Wells Fargo Clearing Services, LLC in Florida, and has been with the firm since 2005. Prior to that, Jeffrey Burton Fournace was a financial advisor with H&R Block Financial Advisors, INC. in Michigan. Jeffrey Burton Fournace holds a number of licenses and certifications, including Series 7, Series 8, Series 31, Series 52 and Series 63. Jeffrey Burton Fournace is also a registered investment advisor in Florida. Jeffrey Burton Fournace specializes in a variety of financial services, including portfolio management for individuals and businesses, financial planning, and investment consulting services.
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.
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.
Investment consulting services to institutional clients
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.
1
2
FL
10/18/2005 - Present
Wells Fargo Clearing Services, LLC (FORT MYERS FL)
MI
01/05/1996 - 10/05/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 10/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/03/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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