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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Joseph Deutsch is a financial advisor with Fisher Investments in Plano, TX. Adam Deutsch has been a registered representative for 18 years, and has experience in various industries including financial services, banking and real estate. Adam Deutsch currently holds licenses in Florida and Texas. Adam Deutsch has earned the Series 7, Series 66, and SIE licenses. In addition to his professional experience, Adam Deutsch is also a member of the community. Adam Deutsch is committed to providing his clients with the highest quality financial advice.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
03/11/2024 - Present
Fisher Investments (PLANO TX)
FL
09/10/2020 - 04/04/2022
MORGAN STANLEY (Fort Myers FL)
CA
06/01/2009 - 05/01/2018
MORGAN STANLEY (LAGUNA NIGUEL CA)
OH
11/21/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COLUMBUS OH)
OH
01/01/2005 - 12/02/2008
UBS FINANCIAL SERVICES INC. (COLUMBUS OH)
BOTH
Issued 08/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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