Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Scott Trapp is a registered Investment Advisor Representative with Fisher Investments. Jeffrey has been in the industry since 1996. Jeffrey is registered to provide investment advisory services in Texas and Washington. Jeffrey has experience with the following client types: Insurance Companies, Investment Companies, Charitable Organizations, High-Net-Worth Individuals, Other Investment Advisers, Pooled Investment Vehicles, Pension and Profit Sharing Plans, Corporations or Other Businesses, Individuals Other Than High-Net-Worth, State or Municipal Government Entities, Sovereign Wealth Funds and Foreign Official Institutions. Jeffrey holds the Series 3, 4, 7, 8, 24, 63, and 65 licenses. Prior to joining Fisher Investments, Jeffrey worked at Quasar Distributors, LLC, and Purisima Securities, LLC.
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.
1
2
TX
04/01/2008 - Present
Fisher Investments (PLANO TX)
ME
12/06/2004 - 11/10/2006
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
CA
03/20/2003 - 12/03/2004
PURISIMA SECURITIES, LLC (WOODSIDE CA)
ME
10/04/2001 - 03/13/2003
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
AZ
01/12/2001 - 10/04/2001
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
NE
06/01/1998 - 09/29/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NA
07/26/1996 - 06/01/1998
JACK WHITE & COMPANY, INC.
CO
05/22/1996 - 07/10/1996
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 03/24/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/11/1999
Series 4 - Registered Options Principal Examination
BC
Issued 11/23/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/24/1997
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jeffrey Trapp is the right advisor for you? Invested Better is here to help.
