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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael O'Brien is an investment advisor representative with Fisher Investments. Michael is registered to provide investment advice in Texas and Washington. Michael has been in the industry since 2011 and previously worked at Great West Financial and GWFS Equities, Inc.
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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TX
07/28/2015 - Present
Fisher Investments (PLANO TX)
CO
08/22/2014 - 05/23/2015
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 07/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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