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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 Michael Pisan is an investment advisor representative with Financial Advocates Investment Management. Jeffrey Pisan has been in the financial services industry since June 2005 and is currently registered with the state of Oregon and Texas. Jeffrey Pisan has a Series 6, Series 7, and Series 66 license. Jeffrey Pisan specializes in providing investment advice to individuals, families, and businesses. Jeffrey Pisan also has experience in financial planning, pension consulting, and portfolio management. Jeffrey Pisan is dedicated to helping clients reach their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WA
01/30/2020 - Present
Financial Advocates Investment Management (OLYMPIA WA)
OR
03/05/2010 - 11/19/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEND OR)
OR
09/27/2005 - 03/09/2010
EDWARD JONES (BEND OR)
NJ
08/10/2004 - 11/10/2004
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 04/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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