Unclaimed
Christopher Bramwell is an investment advisor representative at Fisher Investments, based in PLANO, TX. Christopher has over 10 years of experience in the financial industry, having previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and JOHN THOMAS FINANCIAL. Christopher is licensed in Pennsylvania, Texas and Washington. Christopher specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.
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
01/17/2018 - Present
Fisher Investments (PLANO TX)
NJ
02/04/2013 - 01/17/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NY
04/03/2012 - 04/26/2012
JOHN THOMAS FINANCIAL (NEW YORK NY)
BOTH
Issued 04/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Christopher Bramwell is the right advisor for you? Invested Better is here to help.