Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlin? Claim Your ProfileKaitlin Elizabeth Bergquist is an Investment Advisor Representative at Fisher Investments. Kaitlin is registered with the state of Washington. Kaitlin has been with Fisher Investments since February 2015. Prior to that, Kaitlin worked at Bounce Gymnastics in Eugene, Oregon. Kaitlin graduated from the University of Oregon in August 2010.
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
08/07/2018 - Present
Fisher Investments (PLANO TX)
IA
Issued 08/07/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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