Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Allen is a financial advisor with Fisher Investments, a firm that has been providing investment advice to individual, institutional and corporate clients for over 40 years. Michael has been registered with the state of Washington since 2014 and is licensed to sell securities and investment advisory services in the state. Michael previously worked at Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Chase Investment Services Corp. Michael has a strong background in financial services and has helped many clients achieve their financial goals. Michael's specialties include portfolio management, financial planning, portfolio assessment, and retirement planning. Michael is committed to providing clients with personalized advice and helping them make informed decisions about their financial future.
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
03/24/2014 - Present
Fisher Investments (PLANO TX)
OR
07/11/2013 - 02/14/2014
WELLS FARGO ADVISORS, LLC (PORTLAND OR)
MI
04/12/2012 - 03/27/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANN ARBOR MI)
MI
06/10/2010 - 03/01/2012
CHASE INVESTMENT SERVICES CORP. (ANN ARBOR MI)
BOTH
Issued 05/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/09/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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