Unclaimed
Marc Priebe is an Investment Advisor Representative with Fisher Investments. Marc has been in the industry since 2011, and has been with Fisher Investments since 2015. Marc holds a Series 7 and Series 66 license. Marc is registered with the states of New Jersey, Oregon, Texas, and Washington. Marc provides financial planning, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles. Marc is also a registered investment advisor.
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
11/12/2015 - Present
Fisher Investments (PLANO TX)
OR
10/03/2011 - 07/09/2014
WELLS FARGO ADVISORS, LLC (PORTLAND OR)
BOTH
Issued 10/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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