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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 Doty is an investment advisor representative at Fisher Investments. Jeffrey is registered with the state of Florida, Texas and has a Series 65 license. Jeffrey Doty has experience in Portfolio Management for individuals, Portfolio Management for businesses, Portfolio Management for investment companies, and Portfolio Management for pooled investment vehicles. Jeffrey is also a specialist in the following areas: asset allocation, investment strategies, portfolio management, financial planning, and retirement planning. Jeffrey's previous employers include Blueprint Real Estate, Royal Poinciana Golf Club, and University of Kansas.
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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FL
06/12/2023 - Present
Fisher Investments (TAMPA FL)
IA
Issued 05/10/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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