Unclaimed
Danette Ann Dickerman is an investment advisor representative at Fisher Investments. Danette has been in the industry since 2008 and specializes in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Danette holds a Series 65 license and is registered with the state of Washington. Danette's current registration with Fisher Investments began in April 2016. Danette is also registered as an Investment Advisor Representative with the state of Washington. Prior to joining Fisher Investments, Danette worked at R2C Group in Portland, Oregon.
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
04/08/2016 - Present
Fisher Investments (PLANO TX)
IA
Issued 04/08/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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