Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Howard Burg is a financial advisor in Phoenix, AZ. He has been in the financial industry since 2002. Jeffrey is registered with Cambridge Investment Research Advisors, Inc. and has been with them since 2017. Jeffrey has previously worked at AIG Capital Services, Inc., Diversified Investors Securities Corp., Wachovia Securities, LLC, McDonald Investments Inc., and The Advisors Group, Inc. He has passed the Series 63, Series 66, Series 7, and Series 24 exams. Jeffrey specializes in providing financial advice to individuals and businesses, and has experience in portfolio management, financial planning, and pension consulting. Jeffrey is committed to 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.
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.
Solicitation fees from 3rd party money managers
1
2
AZ
05/04/2022 - Present
Cambridge Investment Research Advisors, Inc. (Phoenix AZ)
NJ
11/08/2007 - 10/24/2017
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
AZ
09/29/2005 - 10/31/2007
DIVERSIFIED INVESTORS SECURITIES CORP. (SCOTTSDALE AZ)
MO
12/03/2002 - 03/01/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
OH
05/14/2002 - 12/11/2002
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MD
03/31/1999 - 05/12/2000
THE ADVISORS GROUP, INC. (BETHESDA MD)
BOTH
Issued 01/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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