Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Lakari is an investment advisor representative with Fisher Investments. Chase Lakari has been working in the financial industry since 2011. Chase Lakari has worked for a variety of firms, including Wolf Creek Productions, Tony Dalessandro Jr Agency Inc, Quicken Loans Inc, Michigan State University, Erin Doan Agency Inc, Cace Hildings LLC, Lakeside Links Golf Club, and Ludington High School. Chase Lakari has a Series 65 license and is registered with the state of Texas. Chase Lakari specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Chase Lakari provides financial planning and portfolio assessment services.
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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TX
10/12/2020 - Present
Fisher Investments (PLANO TX)
IA
Issued 10/12/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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