Unclaimed
Christopher Mottern is an investment advisor representative at Fisher Investments. Christopher has been in the industry since 1994 and has a Series 6, Series 63, and Series 65 license. Christopher specializes in working with high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, and pooled investment vehicles. Christopher's firm, Fisher Investments, has over $298 billion in assets under management and specializes in portfolio management for individuals, businesses, and investment companies.
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
06/26/2017 - Present
Fisher Investments (PLANO TX)
CA
05/06/1997 - 03/17/1999
DISCOVER BROKERAGE DIRECT, INC. (SAN FRANCISCO CA)
CA
04/20/1994 - 04/25/1997
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 06/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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