Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Phansalkar is an Investment Advisor Representative at Fisher Investments. Jay has been in the financial services industry since 2014. Jay is registered with the state of Texas and holds the Series 65 license. Jay is a specialist in providing financial advice for individuals, businesses, investment companies, and pooled investment vehicles. The firm has been in business for over 30 years and manages over $300 billion in assets.
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.
1
2
TX
10/12/2022 - Present
Fisher Investments (PLANO TX)
IA
Issued 10/12/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Jay Phansalkar is the right advisor for you? Invested Better is here to help.
