Unclaimed
Elaine Katherine Doyle is an investment advisor representative at Fisher Investments. Elaine has been in the industry since June 2020, when she started working at Charles Schwab & Co., Inc.. Elaine is currently registered with the state of Texas and holds the Series 7TO, SIE and Series 66 licenses.
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.
1
2
TX
12/14/2021 - Present
Fisher Investments (PLANO TX)
TX
03/12/2021 - 11/18/2021
CHARLES SCHWAB & CO., INC. (Westlake TX)
BOTH
Issued 04/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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