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Emma Leidy is a registered investment advisor representative at Fisher Investments. Emma is licensed to provide investment advice in Texas and Washington. Emma has been a registered investment advisor representative for approximately 2 years and has a Series 65 license. Emma has a background in working with individuals, families, businesses and charitable organizations. Emma is focused on providing investment advice and portfolio management services.
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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WA
05/25/2023 - Present
Fisher Investments (Camas WA)
IA
Issued 05/25/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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