Unclaimed
Jared Walker Sink is a financial advisor with Fisher Investments. Jared is a Registered Investment Advisor (IA) in Texas. Prior to joining Fisher Investments, Jared was previously employed by Trinity Wealth Securities, LLC in Florida. Jared has Series 65, Series 6TO and SIE licenses.
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
08/16/2022 - Present
Fisher Investments (PLANO TX)
FL
08/13/2021 - 06/20/2022
TRINITY WEALTH SECURITIES, L.L.C. (Tampa FL)
IA
Issued 02/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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