Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith M. Pulley is a registered investment advisor representative at Fisher Investments with over 15 years of experience in the financial services industry. Keith has passed the Series 7 and Series 31 exams, as well as the Uniform Combined State Law Examination (Series 66). Keith has worked at Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. Keith is currently registered in Texas and Washington. Keith specializes in providing financial planning, portfolio management, and portfolio assessment services to individuals, high-net-worth individuals, corporations, investment companies and pooled investment vehicles. Keith is also a ski instructor at Mt. Hood Meadows in Mt. Hood, Oregon.
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
WA
03/28/2011 - Present
Fisher Investments (CAMAS WA)
OR
06/01/2009 - 04/04/2011
MORGAN STANLEY SMITH BARNEY (PORTLAND OR)
OR
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PORTLAND OR)
OR
03/17/2004 - 04/02/2007
MORGAN STANLEY DW INC. (PORTLAND OR)
BOTH
Issued 04/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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