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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 Lamar Burton is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jeffrey has been in the financial industry since 1993 and holds Series 3, 7, 9, 10, 63, and 66 licenses. Jeffrey has worked for UBS Financial Services Inc. and Morgan Keegan & Company, Inc. Jeffrey has a large client base with a focus on high-net-worth individuals, corporations and charitable organizations. Jeffrey also provides investment consulting services to institutional clients.
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
SC
04/28/2016 - Present
Wells Fargo Advisors Financial Network, LLC (CHARLESTON SC)
SC
01/04/2000 - 04/04/2016
UBS FINANCIAL SERVICES INC. (CHARLESTON SC)
TN
03/14/1996 - 01/05/2000
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NA
02/12/1996 - 02/23/1996
MORGAN KEEGAN & COMPANY, INC.
NY
08/11/1993 - 02/20/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/01/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2001
Series 3 - National Commodity Futures Examination
BC
Issued 08/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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