Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Franklin? Claim Your ProfileFranklin Poshun Tsai is a registered Investment Advisor Representative with Fisher Investments. Franklin has been with Fisher Investments since 2014. Franklin is also a Series 65 licensed investment advisor representative and holds a Series 3 license.
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
WA
02/10/2020 - Present
Fisher Investments (CAMAS WA)
IA
Issued 02/10/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2009
Series 3 - National Commodity Futures Examination
Active
Inactive
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