Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Earl Otis is an Investment Advisor Representative at Evergreen Capital Management LLC. Jeffrey has been in the industry since July 2007. Jeffrey is registered with the state of Washington and holds a Series 65 license. He is licensed to provide investment advisory services to high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans. Evergreen Capital Management LLC has a long history of providing customized investment advisory services to a wide range of clients. The firm's approach is based on a thorough understanding of each client's financial goals and risk tolerance. The firm's philosophy is to provide clients with a comprehensive and integrated approach to investment management. Jeffrey is committed to providing his clients with the highest level of personalized service and expertise.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Unsolicited investment advice on an ad hoc basis
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.
Set rates for specific services, regardless of time or assets managed.
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.
Negotiated fees for ad hoc unsolicited investment advice
1
2
WA
01/01/2008 - Present
Evergreen Capital Management LLC (BELLEVUE WA)
IA
Issued 12/28/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Jeffrey Otis is the right advisor for you? Invested Better is here to help.
