Unclaimed
Micaah Marie Shellhorn is a financial advisor at Fisher Investments, a firm with offices in Plano, Texas. Micaah is registered with the state of Texas. Before joining Fisher Investments, Micaah worked at Waddell & Reed, Chase Investment Services Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Micaah holds Series 7, 65, and 66 securities licenses. Micaah's areas of expertise include 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.
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2
TX
09/14/2017 - Present
Fisher Investments (PLANO TX)
CA
03/28/2013 - 06/20/2013
WADDELL & REED, INC. (CONCORD CA)
CA
06/15/2010 - 06/06/2012
CHASE INVESTMENT SERVICES CORP. (PITTSBURGH CA)
CA
10/12/2009 - 05/28/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SACRAMENTO CA)
CA
01/01/2008 - 09/03/2009
WELLS FARGO ADVISORS, LLC (ROSEVILLE CA)
CA
01/22/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SACRAMENTO CA)
IA
Issued 04/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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