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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 Dietz is a financial advisor who has been in the industry since 2011 and is currently registered with Fisher Investments in Tampa, Florida and Plano, Texas. Jeffrey has experience with J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is a Chartered Financial Analyst and holds Series 63, 65, 7, 9, 10, and SIE licenses. Jeffrey specializes in providing portfolio management for businesses, individuals, 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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2
FL
05/11/2022 - Present
Fisher Investments (Tampa FL)
NY
06/30/2021 - 04/30/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
AZ
06/13/2013 - 05/28/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
FL
08/11/2011 - 06/14/2013
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
IA
Issued 09/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/22/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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