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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ryan Leichtenschlag is an investment advisor representative with Fisher Investments in Plano, Texas. James Ryan Leichtenschlag has been registered with the Securities and Exchange Commission since September 17, 2018. James Ryan Leichtenschlag is a Series 65 licensed investment advisor representative. James Ryan Leichtenschlag has passed the Securities Industry Essentials Examination (SIE). Fisher Investments is a large firm with over $298 billion in assets under management.
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
09/17/2018 - Present
Fisher Investments (PLANO TX)
IA
Issued 09/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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