Unclaimed
Brian Kiska is a financial advisor with Fisher Investments. Brian has over 20 years of experience in the financial services industry. Brian is registered with the state of Connecticut as an Investment Advisor Representative and the state of Texas as a Registered Representative. Brian has passed the Series 7, Series 63, Series 65, and SIE exams. Brian provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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
09/06/2023 - Present
Fisher Investments (PLANO TX)
CT
12/01/2005 - 10/12/2020
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
NY
06/19/2001 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 02/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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