Unclaimed
Jeffrey Hinds is an active investment advisor representative with Fisher Investments. Jeffrey holds Series 6, 7, 63 and 66 securities licenses as well as the SIE. Jeffrey has been in the financial services industry for at least 7 years. Jeffrey has experience working at Merrill Lynch, Pierce, Fenner & Smith Incorporated, BrightHouse Securities, LLC, MetLife Investors Distribution Company, and Bank of America, N.A.
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
09/08/2023 - Present
Fisher Investments (PLANO TX)
FL
07/25/2017 - 05/18/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM COAST FL)
NC
03/06/2017 - 06/19/2017
BRIGHTHOUSE SECURITIES, LLC (Charlotte NC)
NC
01/12/2016 - 03/06/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
BOTH
Issued 09/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/12/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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