Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Pine is an investment advisor representative at Fisher Investments with over 20 years of experience in the industry. Jeffrey is licensed to provide investment advice in Texas and Washington. Prior to joining Fisher Investments, Jeffrey worked at several other financial institutions including Deutsche Bank Securities Inc., Olivetree Financial, LLC, and Religare Capital Markets Inc. Jeffrey has a strong background in portfolio management and provides financial planning services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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
10/04/2022 - Present
Fisher Investments (PLANO TX)
NY
07/07/2020 - 01/03/2022
OLIVETREE FINANCIAL, LLC (NEW YORK NY)
NY
10/04/2013 - 08/30/2019
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
07/05/2011 - 01/04/2013
RELIGARE CAPITAL MARKETS INC. (NEW YORK NY)
NY
11/18/2002 - 07/12/2011
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
07/08/1998 - 05/26/2000
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
NY
07/17/1996 - 11/26/1997
INDOSUEZ CAPITAL SECURITIES, INC. (NEW YORK NY)
NY
04/03/1995 - 06/07/1996
UBS SECURITIES LLC (NEW YORK NY)
NY
07/31/1992 - 03/21/1995
W.I. CARR (AMERICA) LIMITED (NEW YORK NY)
IA
Issued 10/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/30/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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