Unclaimed
Andrew Kooyman is an investment advisor representative with Fisher Investments, located in Plano, Texas. Andrew has been in the industry since February 2016, and is registered to provide investment advice in Texas. Prior to joining Fisher Investments, Andrew was employed by Wells Fargo Clearing Services, LLC in Salt Lake City, Utah.
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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2
TX
11/20/2019 - Present
Fisher Investments (PLANO TX)
UT
02/08/2016 - 10/23/2019
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
IA
Issued 03/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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