Unclaimed
David John Teskey is a registered Investment Advisor Representative with Fisher Investments. David has been active in the investment industry since July 2018. David is registered with the states of Florida, Texas and Washington. David has passed the Series 65 exam, the Uniform Investment Adviser Law Examination. David has experience in the financial services industry, having worked for several companies prior to joining Fisher Investments. David is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
02/06/2023 - Present
Fisher Investments (PLANO TX)
IA
Issued 01/08/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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