Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Track is an investment advisor representative at Fisher Investments, specializing in financial planning, portfolio management, and portfolio assessment. Brian Track has been in the industry since 1997 and holds both Series 7 and Series 63 licenses. Brian Track currently works out of the Sarasota, Florida office of Fisher Investments.
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.
1
2
FL
02/04/2022 - Present
Fisher Investments (SARASOTA FL)
NJ
10/20/2000 - 05/24/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
07/10/1997 - 10/24/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Brian Track is the right advisor for you? Invested Better is here to help.
