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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Dean is a registered investment advisor representative with Fisher Investments. Emily has been in the industry since 2017 and is registered in both Oregon and Washington. Emily holds a Series 65 license. Emily specializes in portfolio management for individuals, investment companies, pooled investment vehicles and businesses. Fisher Investments is a well-established firm that manages billions of dollars in assets for individuals, families, trusts, foundations, institutions, and retirement plans worldwide.
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
05/17/2023 - Present
Fisher Investments (PLANO TX)
IA
Issued 05/16/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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