Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chasen? Claim Your ProfileChasen Colter is an Investment Advisor Representative at Fisher Investments and has been with the firm since July 2020. Chasen earned a Series 65 license in October 2020, and is registered with the state of Washington and Texas. Chasen specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Chasen is committed to providing clients with personalized financial guidance and helping them reach their investment 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.
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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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