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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 Breunig is a financial advisor who has been in the industry since July 30, 2016. He is currently registered with Raymond James & Associates, Inc. and has been with the firm since August 6, 2024. Jeffrey has a wide range of experience in the financial services industry, having previously worked at First Horizon Advisors, Inc., Cetera Investment Services LLC, and New England Securities. His previous experience includes working in different cities, including Cordova, TN, St. Cloud, MN, and Memphis, TN. He holds a variety of licenses and certifications including the Series 6, 7, 63, 66, and SIE exams. Jeffrey's specializations include financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Please see note in schedule d - miscellaneous
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
08/06/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
TN
02/26/2015 - 06/30/2020
FIRST HORIZON ADVISORS, INC. (CORDOVA TN)
MN
05/22/2013 - 06/06/2014
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
TN
07/21/2011 - 03/06/2013
NEW ENGLAND SECURITIES (MEMPHIS TN)
BOTH
Issued 08/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/03/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/20/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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