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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 Richard Tyler is an Investment Advisor Representative at Fisher Investments. Jeffrey has been in the industry for over 22 years and has passed the Series 7, Series 31, Series 65 and Series 66 exams. Jeffrey is registered in Texas and Washington. Jeffrey previously worked at Morgan Stanley DW INC. in Purchase, NY.
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
06/06/2007 - Present
Fisher Investments (PLANO TX)
NY
11/16/2000 - 04/01/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 09/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 11/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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