Our Story – Semmax Financial Group, LLC
Building lifelong relationships rooted in performance and trust. At Semmax Financial Group, our sole focus is YOU.
Semmax Financial Group, Inc. is a full service wealth management and retirement planning firm with offices located in Greensboro and Winston-Salem, North Carolina. The company was founded in 2003 with a commitment to serving the complex financial needs of retirees and aspiring retirees.
The team at Semmax Financial Group has over a century of combined experience in the financial services field, underscoring the firm’s current mission of helping retirees and pre-retirees protect, preserve, and effectively pass on their hard-earned assets.
We believe our clients should be able to live the remainder of their lives financially secure and at peace. As such, our Founder and President, Jay Tyner, RFC, established a comprehensive network of professionals and services that make up Semmax Financial Group.
Today, the company is comprised of three firms dedicated to addressing the unique and diversified financial needs of our clients; offering tailored, integrated solutions to help them achieve the financial growth necessary for a prosperous 30+ years of retirement.
- Semmax Financial Advisors, Inc. is the company’s Registered Investment Advisory arm. Our fee only advisory offers customized asset management solutions using a range of investment vehicles ‐ stocks, bonds, mutual funds, REITs, ETFs – across a variety of investment disciplines and strategies, tailored to each client’s risk tolerance and planning goals.
- Semmax, Inc. specializes in providing the most competitive insurance solutions available. From life and long-term care insurance, to a host of annuity products from the top-rated carriers in the industry, our risk management division implements insurance strategies customized to each individual’s life circumstances.
- Semmax Tax, Inc. was founded in 2004 as the third component of Semmax Financial Group to address the need for advantageous, integrated tax planning for the transition into retirement. This branch offers full-service tax preparation and planning for clients by our tax consultant.
With a wide range of financial knowledge, the teams of seasoned professionals at all three divisions of Semmax Financial Group are committed to the ultimate goal of coaching individuals through the transition to a secure, tax-favored retirement.
To schedule a no-obligation meeting to discuss your financial future, contact us today!
The minimum qualifications required for the Registered Financial Consultant (RFC) designation include four years of experience in the field of financial planning or financial services and certain education and ethical requirements. The education requirement can be satisfied in one of the following ways: 1) holding a Bachelors’ degree in a Business, Finance, or Economics related field; 2) holding the AAMS, CFA, CFP, ChFC, CLU, CPA, EA, JD, or LUTCF professional designation; 3) holding a Series 65 Securities license, a Series 6 and 63 Securities license, a Series 6 and 66 Securities license, a Series 7 and 63 Securities license, or Series 7 and 66 Securities license; or 4) holding a life insurance license. The education curriculum is required to have included an examination process. The candidate must also have the required licenses necessary for his or her mode of practice.
The ethical requirements include the following: 1) the candidate must have a sound record of business integrity without suspension or revocation of any professional licenses, and must be in good standing with all licensing bodies and organizations; 2) the candidate must subscribe and adhere to the International Association of Registered Financial Consultants Code of Ethics; 3) the candidate must complete the application to become an RFC in its entirety and pay the appropriate application fee; 4) the candidate must complete a minimum of 40 hours per year of Professional Continuing Education in the field of personal finance and professional practice management, with four hours every two years being devoted to ethics; and 5) the candidate must annually provide assurance of continued compliance and operation.