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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesselah? Claim Your ProfileJesselah Mary Shupe is a registered investment advisor representative with Fisher Investments, and has been with the firm since February 2014. Jesselah Mary Shupe is licensed in Washington and Texas. Jesselah Mary Shupe holds a Series 65 license. The firm specializes in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. The firm has a strong focus on providing financial planning services and has a substantial amount of assets under management, with a client base that includes a variety of institutional and individual investors.
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
05/09/2019 - Present
Fisher Investments (PLANO TX)
IA
Issued 05/09/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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