Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Sheridan Vander Heiden is a registered Investment Advisor Representative (IAR) associated with Fisher Investments. Chase has been in the industry for 5 years. Chase is licensed in Washington and Texas. Chase has passed the Series 65 exam. Chase has experience working in the financial industry and currently works with high net worth individuals, insurance companies, investment companies, charitable organizations, other investment advisors, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions.
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
03/10/2020 - Present
Fisher Investments (PLANO TX)
IA
Issued 03/10/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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