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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Charles Mathews is an investment advisor representative at Fisher Investments. Daniel has been in the industry since October 2014. Daniel is licensed to provide investment advisory services in Texas and Washington. Daniel's firm has a long history of providing investment management services to individuals, families, and institutions. Fisher Investments is a large firm with over $300 billion in assets under management.
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
02/12/2019 - Present
Fisher Investments (PLANO TX)
NY
06/02/2014 - 09/17/2014
SEVEN POINTS CAPITAL, LLC (NEW YORK NY)
IA
Issued 02/12/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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