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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 Bilinski is an Investment Advisor Representative at Fisher Investments. Jeffrey has over 20 years of experience in the financial services industry, including previous roles at Pershing Advisor Solutions LLC and Charles Schwab & Co., Inc. Jeffrey holds the Series 7, Series 10, Series 9, Series 63, Series 66 and SIE licenses. Jeffrey is a Certified Financial Planner and specializes in providing financial advice to individuals, high net worth individuals, corporations, pooled investment vehicles, investment companies, pension and profit-sharing plans, charitable organizations and insurance companies. Jeffrey focuses on providing portfolio management and financial planning services.
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
TX
04/14/2022 - Present
Fisher Investments (PLANO TX)
FL
08/24/2016 - 02/28/2017
PERSHING ADVISOR SOLUTIONS LLC (LAKE MARY FL)
FL
08/18/2000 - 08/19/2016
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
BOTH
Issued 04/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/08/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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