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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 Dore is a financial advisor with Evoke Advisors in Los Angeles, CA. Jeffrey is a Certified Financial Planner and has been in the industry since 2003. Jeffrey has experience with a range of clients, including high net worth individuals, charitable organizations, and pooled investment vehicles. Jeffrey offers portfolio management, financial planning, and pension consulting 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Administrtive service, financial planning, and sub-advisory fees
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CA
06/05/2019 - Present
Evoke Advisors (LOS ANGELES CA)
CA
01/25/2013 - 06/04/2019
FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)
CA
02/21/2003 - 05/14/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
BC
Issued 01/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2013
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/26/2012
Series 3 - National Commodity Futures Examination
BC
Issued 02/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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