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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 Thomas Moore is a Registered Representative and Investment Advisor Representative with Fisher Investments in Camas, WA. Jeffrey has been in the financial services industry since 2008. Previously, Jeffrey worked at Wells Fargo Investments in Tualatin, OR. Jeffrey is licensed to provide investment advisory services in Washington and Texas. Jeffrey holds the Series 66 and Series 7 licenses.
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
WA
08/13/2008 - Present
Fisher Investments (CAMAS WA)
OR
04/29/2008 - 08/18/2008
WELLS FARGO INVESTMENTS, LLC (TUALATIN OR)
BOTH
Issued 06/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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