Inactive

Jeffrey Michael Bilinski

Fisher Investments

Claim This Profile

Current Employers

Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-04-22
TX	RA	APPROVED	2022-04-14

FL RA
APPROVED

Since 2022-04-22
TX RA
APPROVED

Since 2022-04-14

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

3109 W Martin L King Jr Blvd Ste 600, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pershing Advisor Solutions Llc	Lake Mary	FL	08/2016	02/2017
Financial Management Concepts	Winter Springs	FL	03/2017	03/2022
Fisher Investments	Tampa	FL	04/2022	Present

08/2016 → 02/2017

Pershing Advisor Solutions Llc

Lake Mary, FL
03/2017 → 03/2022

Financial Management Concepts

Winter Springs, FL
04/2022 → Present

Fisher Investments

Tampa, FL

Previous Registrations

2017-08-30 → 2022-03-03

Financial Management Concepts

Winter Springs, FL
2008-05-01 → 2016-08-19

Charles Schwab & Co., Inc.

Orlando, FL

Orlando, FL

Maitland, FL

Orlando, FL
2012-02-15 → 2012-08-03

Schwab Wealth Advisory, Inc.

Orlando, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-04-28
S63	Uniform Securities Agent State Law Examination	2000-08-28

S66 Uniform Combined State Law Examination

2008-04-28
S63 Uniform Securities Agent State Law Examination

2000-08-28

Designations

View on SEC IAPD

More in Plano, TX

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor