Unclaimed
Edward Lance Vetter is an Investment Advisor Representative with Fisher Investments, a firm with a strong reputation in the industry. Edward has been in the financial services industry since 1990 and has a wide range of experience, including working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Edward is licensed in Florida and Texas. Edward has passed the Series 7, Series 6, and Series 63 exams. Edward specializes in providing investment advice and portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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
09/05/2023 - Present
Fisher Investments (PLANO TX)
MA
02/02/2001 - 04/11/2001
MOORS & CABOT, INC. (BOSTON MA)
KS
01/04/2000 - 10/31/2000
IVY MACKENZIE DISTRIBUTORS, INC. (OVERLAND PARK KS)
CA
12/18/1998 - 12/06/1999
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
07/18/1996 - 07/16/1998
GT GLOBAL, INC. (SAN FRANCISCO CA)
NY
04/20/1994 - 05/03/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MA
03/07/1990 - 02/11/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/07/1990 - 02/11/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 04/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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