Unclaimed
Kyle M. Fethke is an investment advisor representative with Fisher Investments and has been in the industry since 2001. Kyle is registered with the state of Washington and Texas. Kyle's prior registration was with Morgan Stanley DW INC in Purchase, NY. Kyle has passed the Series 7, Series 31 and the Uniform Combined State Law Examination (Series 66). Kyle has experience in portfolio management for businesses, individuals, 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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2
TX
07/11/2007 - Present
Fisher Investments (PLANO TX)
NY
11/16/2001 - 12/17/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 12/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 11/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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