Unclaimed
Donald Gaston is a registered investment advisor representative with Fisher Investments, a firm that provides financial planning, portfolio management services, and other advisory services. Donald has been with Fisher Investments since 2003 and holds a Series 7 and Series 63 licenses. Donald's previous employment experience includes Prudential Securities Incorporated. Donald Gaston has been a registered investment advisor for over 25 years.
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
WA
03/09/2007 - Present
Fisher Investments (CAMAS WA)
NY
05/14/1998 - 12/13/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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