Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lynn Burgess is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jeffrey is a seasoned professional with over 13 years of experience in the financial services industry. Prior to joining Merrill Lynch, Jeffrey worked at BBVA Compass Investment Solutions, Inc. and Chase Investment Services Corp. Jeffrey holds the Series 6, 7, 63, and 65 securities licenses and the SIE exam. Jeffrey is committed to providing his clients with personalized financial advice and strategies to help them 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
04/04/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT WORTH TX)
TX
07/26/2010 - 05/21/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
TX
08/10/2009 - 06/22/2010
BBVA COMPASS INVESTMENT SOLUTIONS, INC (FORT WORTH TX)
TX
07/31/2006 - 05/26/2009
CHASE INVESTMENT SERVICES CORP. (FT. WORTH TX)
IA
Issued 04/03/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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