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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Flynn is an investment advisor representative with Fisher Investments. Jeffrey is registered with the state of Florida, Pennsylvania, and Texas. Jeffrey has been in the industry since 2013 and holds the Series 65 license. Jeffrey's current employment is with Fisher Investments, based in Plano, Texas. Jeffrey has previously worked at FallLine Securities in Darien, Connecticut, and Fisher Investments in Woodside, California. Jeffrey's specializations include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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
03/07/2022 - Present
Fisher Investments (PLANO TX)
IA
Issued 05/28/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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