Unclaimed
Garrett Ian Fisher is an investment advisor representative with Fisher Investments. Garrett has been in the financial industry since 2010 and is registered in Florida and Texas. Garrett has a Series 6, Series 63, and Series 65 licenses. Prior to joining Fisher Investments, Garrett worked for SunTrust Investment Services, Inc. and Fifth Third Securities, Inc. Garrett specializes in portfolio management for individuals, businesses, and investment companies.
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
TX
07/24/2023 - Present
Fisher Investments (PLANO TX)
FL
06/13/2017 - 08/28/2019
SUNTRUST INVESTMENT SERVICES, INC. (DUNEDIN FL)
FL
02/06/2012 - 11/02/2015
FIFTH THIRD SECURITIES, INC. (CLEARWATER FL)
FL
09/01/2010 - 07/01/2011
NYLIFE SECURITIES LLC (TAMPA FL)
IA
Issued 07/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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