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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Donald Goesch is an investment advisor representative at Fisher Investments. Eric has been in the industry since May 2017. He is licensed to advise clients in Texas and Washington. Eric is also a Series 65 licensed advisor. His areas of expertise include portfolio management, investment advisory services, and financial planning. Eric holds a Series 65 license and has passed one state exam. His firm specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer a range of other financial services including portfolio assessment.
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
08/28/2017 - Present
Fisher Investments (PLANO TX)
IA
Issued 08/28/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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