Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keely? Claim Your ProfileKeely Bottcher is an Investment Advisor Representative associated with Fisher Investments, a firm with a history of providing investment advice to a wide range of clients, from high-net-worth individuals to charitable organizations and pooled investment vehicles. Keely is currently registered with the state of Texas and Washington. Her primary focus is on providing comprehensive financial planning and portfolio management services to clients. Keely's previous experience includes working at Fidelity Brokerage Services LLC in Jacksonville, Florida. Keely holds the Series 63, 66, 7 and 9 licenses, and has demonstrated a commitment to staying current with industry regulations and best practices.
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
10/01/2014 - Present
Fisher Investments (PLANO TX)
FL
08/16/2004 - 09/15/2014
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 11/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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