Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Smith is a registered investment advisor representative associated with Fisher Investments in Plano, Texas. Christopher Smith has 2 years of experience in the securities industry. Christopher Smith has passed the Series 7TO, SIE, and Series 66 exams. Christopher Smith was previously registered with Edward Jones. Christopher Smith’s areas of specialization include asset allocation, portfolio management, fixed income, equity investments, and options.
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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2
TX
10/11/2022 - Present
Fisher Investments (PLANO TX)
TX
01/13/2020 - 08/11/2022
EDWARD JONES (MCKINNEY TX)
BOTH
Issued 02/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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