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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Daniel Lewis is a registered Investment Advisor Representative with Fisher Investments. Joseph Daniel Lewis has been with Fisher Investments since August 2012. Joseph Daniel Lewis has passed the Series 63 and Series 65 exams as well as the Series 6 exam, demonstrating their commitment to their clients and their understanding of the financial industry. Joseph Daniel Lewis has experience working with insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions. Joseph Daniel Lewis is an active member of the financial industry and is committed to providing their clients with the best possible service.
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.
1
2
WA
11/02/2012 - Present
Fisher Investments (CAMAS WA)
OR
01/16/2012 - 08/15/2012
KEY INVESTMENT SERVICES LLC (SHERWOOD OR)
IA
Issued 11/01/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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