Unclaimed
Jeremiah James Burns is a financial advisor who has been in the industry since September 12, 2019. Jeremiah is registered as a broker and investment advisor representative in the state of Alabama. Jeremiah currently works for First Horizon Advisors, Inc. Jeremiah's previous employment history includes Infinex Investments Inc. and PNC Bank. Jeremiah has earned his Series 7TO, Series 6, and Series 63 licenses, and is also a Certified Financial Planner.
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.
A percentage of the total value of assets under management is charged.
1
2
AL
02/22/2021 - Present
First Horizon Advisors, Inc. (Birmingham AL)
CT
10/25/2019 - 01/22/2021
INFINEX INVESTMENTS, INC. (MERIDEN CT)
AL
05/30/2012 - 08/09/2012
PNC INVESTMENTS (BIRMINGHAM AL)
BC
Issued 01/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/23/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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