Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Fisher is an Investment Advisor Representative with Prota Financial. Jeffrey is registered in Texas and Nebraska. Jeffrey has been in the industry since 2020 and has experience working with PricewaterhouseCoopers, LLP. Jeffrey specializes in providing financial planning, selection of other advisors, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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TX
02/06/2023 - Present
Prota Financial (HOUSTON TX)
IA
Issued 02/06/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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