Unclaimed
Joel Mark Fiscus is an Investment Advisor Representative at Fisher Investments. Joel has been in the industry since April 2012 and is registered in Texas and Washington. Joel holds Series 7, Series 66, and SIE licenses. They are also a Certified Financial Planner. Joel has prior experience working for PNC Investments and Park Avenue Securities LLC. Joel is based in Plano, Texas.
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
08/15/2018 - Present
Fisher Investments (PLANO TX)
NC
12/20/2012 - 07/26/2018
PNC INVESTMENTS (CHARLOTTE NC)
PA
04/12/2012 - 01/15/2013
PARK AVENUE SECURITIES LLC (PITTSBURGH PA)
BOTH
Issued 07/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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