Unclaimed
Christopher Siegel is a registered Investment Advisor Representative with Fisher Investments. Christopher is located in PLANO, TX and has been working in the financial industry since July 2015. Christopher holds a Series 65 license and has been registered with the state of Texas since July 2019. Christopher has previous employment history with Enterprise Holdings, Bloomington, IN; Schooling, Bloomington, IN; and Scheneider Logistics, Chicago, IL. Christopher has a specializations in portfolio management 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.
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TX
07/12/2019 - Present
Fisher Investments (PLANO TX)
IA
Issued 01/28/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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