Unclaimed
Christopher Wong is an Investment Advisor Representative at Fisher Investments and is registered with the state of California. Christopher is a Series 65 license holder and has been working in the investment industry since July 2011. Christopher's current location is San Mateo, California, and Christopher is also registered in Texas.
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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CA
09/20/2023 - Present
Fisher Investments (SAN MATEO CA)
IA
Issued 02/07/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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