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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 Rhodes is a financial advisor with Fisher Investments, a firm managing over $298.7 billion in assets. Michael has been in the financial services industry for over 30 years. Michael is a registered investment advisor in California and holds a Series 65, Series 66 and Series 63 licenses.
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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CA
01/08/2008 - Present
Fisher Investments (SAN MATEO CA)
MN
02/11/2005 - 04/01/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/11/2005 - 04/01/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
TX
02/18/1998 - 11/29/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
05/08/1997 - 11/25/1997
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
TX
08/22/1990 - 04/23/1997
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
09/29/1986 - 11/22/1989
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 12/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/01/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/25/1987
Series 24 - General Securities Principal Examination
BC
Issued 12/03/1986
Series 4 - Registered Options Principal Examination
BC
Issued 09/05/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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