Unclaimed
Janinejamie Duque is an Investment Advisor Representative at Fisher Investments. Janinejamie is a registered Investment Advisor in Florida and Texas. She has been in the industry for over 3 years. Janinejamie has a Series 6, Series 65 and Series 99TO licenses. Prior to joining Fisher Investments, Janinejamie was an Investment Advisor Representative at Raymond James & Associates, Inc. and Trinity Wealth Securities, L.L.C. Janinejamie also owns and operates Elite Tennis LLC, a tennis coaching business. Janinejamie's experience and expertise allow her to provide clients with a wide range of financial services, including portfolio management, financial planning, and portfolio assessment.
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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2
TX
01/10/2024 - Present
Fisher Investments (PLANO TX)
FL
01/20/2023 - 01/09/2024
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
03/23/2022 - 09/13/2022
TRINITY WEALTH SECURITIES, L.L.C. (Tampa FL)
IA
Issued 06/11/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2023
Series 99TO - Operations Professional Examination
BC
Issued 03/23/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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