Unclaimed
Georgiy Shulikov is a financial advisor with Fisher Investments, a firm that manages over $298 billion in assets. Georgiy is a Chartered Financial Analyst and has over 8 years of experience in the financial industry. Georgiy specializes in providing portfolio management services to a variety of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Georgiy is registered with the state of Washington and Texas as an Investment Advisor Representative.
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
07/18/2017 - Present
Fisher Investments (PLANO TX)
IA
Issued 07/17/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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