Unclaimed
Michael Ray West is a financial advisor with Fisher Investments, based in Plano, Texas. Michael has experience in the financial industry and is licensed to conduct business in Kentucky and Texas. Michael has a Chartered Financial Consultant designation. Previously, Michael worked for Nationwide Investment Services Corporation in Louisville, Kentucky, and Jefferson National Securities Corporation in Columbus, Ohio.
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
02/13/2024 - Present
Fisher Investments (PLANO TX)
KY
01/02/2019 - 09/09/2022
NATIONWIDE INVESTMENT SERVICES CORPORATION (Louisville KY)
OH
08/08/2013 - 01/02/2019
JEFFERSON NATIONAL SECURITIES CORPORATION (COLUMBUS OH)
BC
Issued 09/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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