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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 Waller is an Investment Advisor Representative at Fisher Investments, with a strong background in the financial services industry. Michael holds a Series 65 license and is registered as an Investment Advisor in Florida and Texas. Michael has been with Fisher Investments since October 2021 and has extensive experience in financial planning and portfolio management. Michael's primary focus is on providing investment advice to individual clients, as well as businesses and other entities.
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
12/11/2023 - Present
Fisher Investments (PLANO TX)
IA
Issued 12/11/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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