Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nasrin? Claim Your ProfileNasrin Dais is a financial advisor at Fisher Investments. Nasrin is registered with the state of Texas and Washington. Previously, Nasrin was affiliated with J.P. Morgan Securities LLC, Wells Fargo Funds Distributor, LLC, Chase Investment Services Corp., and Charles Schwab & Co., Inc. Nasrin holds a Series 7 and Series 66 license. Fisher Investments provides a variety of advisory services including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm also offers financial planning and portfolio assessment.
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
09/19/2016 - Present
Fisher Investments (PLANO TX)
WI
07/11/2014 - 04/08/2015
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
CA
10/01/2012 - 11/18/2013
J.P. MORGAN SECURITIES LLC (PASADENA CA)
CA
08/25/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ALTADENA CA)
AZ
04/23/2010 - 04/25/2011
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 09/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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