Unclaimed
Kelsey Alexandra Yee is a financial advisor with Fisher Investments and has been working in the financial services industry since 2013. Kelsey is registered with the state of Texas and Washington as an investment advisor representative (IAR). Kelsey's career in finance has included previous roles at Thrivent Investment Management Inc., Thrivent Financial and Purshe Kaplan Sterling Investments. In addition to the Series 66 license, Kelsey has earned the SIE and Series 7 licenses.
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
TX
03/28/2022 - Present
Fisher Investments (PLANO TX)
OR
07/30/2020 - 02/10/2022
PURSHE KAPLAN STERLING INVESTMENTS (Salem OR)
OR
07/06/2016 - 07/29/2020
THRIVENT INVESTMENT MANAGEMENT INC. (LAKE OSWEGO OR)
BOTH
Issued 06/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Kelsey Yee is the right advisor for you? Invested Better is here to help.