Unclaimed
Jeffrey Turner is an investment advisor representative at Analogous Investment Management Limited Liability Co. and has been with the firm since June 2020. The firm, based in Anchorage, Alaska, provides financial planning and portfolio management services to individuals and high-net-worth individuals. Jeffrey has a Series 65 license and has been in the industry since 2015.
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.
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.
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AK
06/11/2020 - Present
Analogous Investment Management Limited Liability Co. (ANCHORAGE AK)
IA
Issued 02/15/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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