Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Robert Burnett is a financial advisor at Ameriprise Financial Services, LLC. Jeffrey has been in the industry since January 12, 1997. Jeffrey has a strong background in financial services, with experience at IDS Life Insurance Company and Ameriprise Financial Services, Inc. Jeffrey is registered to provide financial advice in multiple states, including Kentucky, Tennessee, and Texas. Jeffrey is a Series 7, 9, 10, 24, and 63 licensed professional with experience in a variety of financial services offerings including financial planning, portfolio management, and educational seminars.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
TN
09/28/2006 - Present
Ameriprise Financial Services, LLC (Clarksville TN)
MN
01/13/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/31/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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