Unclaimed
Lars Fredrik Strame is an Investment Advisor Representative at Fisher Investments, with over 20 years of experience in the financial industry. Lars has been with Fisher Investments since 2005, and prior to that, held positions at Wells Fargo Investments, Wells Fargo Securities, Equico Securities, and The Equitable Life Assurance Society of the United States. Lars is a Series 63, Series 65, Series 7, and Series 6 licensed professional with a focus on portfolio management for individuals, businesses, 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.
1
2
CA
10/04/2023 - Present
Fisher Investments (SAN MATEO CA)
CA
05/02/2001 - 01/04/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
05/08/1995 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
11/18/1993 - 04/11/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
11/18/1993 - 04/11/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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