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Kail Hastings is an investment advisor representative at Fisher Investments. Kail has been in the financial services industry since 2011. Kail earned the Series 65 license in 2022. Kail works out of the Tampa office. Kail specializes in providing financial planning, portfolio management, and portfolio assessment for individuals, businesses, investment companies, and pooled investment vehicles.
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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FL
01/26/2022 - Present
Fisher Investments (Tampa FL)
IA
Issued 01/20/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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