Unclaimed
Carrie Register is an investment advisor representative at Fisher Investments. Carrie has been in the industry since January 2011 and has experience with several financial institutions including JPMorgan Chase Bank, N.A. and J.P. MORGAN SECURITIES LLC. Carrie specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, investment companies, and pooled investment vehicles. Carrie holds a Series 7TO, Series 66, and SIE license and has been registered with the state of Texas since June 2023. Carrie has a strong understanding of investment strategies and is committed to helping clients achieve their financial goals.
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
TX
06/14/2023 - Present
Fisher Investments (PLANO TX)
WA
02/22/2022 - 05/06/2023
J.P. MORGAN SECURITIES LLC (VANCOUVER WA)
BOTH
Issued 03/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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