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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey donald? Claim Your ProfileJeffrey donald Ryan McGrew is a financial advisor at Fisher Investments. Jeffrey donald Ryan McGrew has been in the industry since 2011. Jeffrey donald Ryan McGrew is registered with the state of Illinois, Indiana, and Texas. Jeffrey donald Ryan McGrew holds the Series 66, SIE and Series 7 licenses. Jeffrey donald Ryan McGrew has experience working with individuals, high-net-worth individuals, corporations or other businesses, investment companies, pooled investment vehicles, charitable organizations, pension and profit-sharing plans, state or municipal government entities, insurance companies, banking or thrift institutions, and other investment advisors.
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
02/07/2022 - Present
Fisher Investments (PLANO TX)
FL
03/05/2015 - 07/20/2015
TD AMERITRADE, INC. (WEST PALM BEACH FL)
AZ
05/08/2013 - 03/04/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
CA
10/10/2011 - 11/03/2011
FOOTHILL SECURITIES, INC. (ROSEVILLE CA)
BOTH
Issued 10/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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