Unclaimed
Matthew Christian Tache is an investment advisor representative at Fisher Investments, a firm that manages over $300 billion in assets. Matthew has been with Fisher Investments since September of 2016. Prior to joining Fisher Investments, Matthew worked at The GMS Group, LLC in Houston, Texas, where he worked from 2013 to 2016. Matthew holds Series 63, 65, 7, and SIE licenses. Matthew is a specialist in financial planning, portfolio management, and portfolio assessment.
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
07/23/2018 - Present
Fisher Investments (PLANO TX)
TX
08/19/2013 - 09/07/2016
THE GMS GROUP, LLC (HOUSTON TX)
IA
Issued 11/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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