Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Halisky is a financial advisor with Fisher Investments, a firm that manages over $298 billion in assets. Nathan has been with the firm since 2005. Previously, Nathan worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 1999 to 2005. Nathan Halisky is registered with FINRA and holds the Series 7 and Series 31 licenses as well as the Series 66 license.
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
08/30/2023 - Present
Fisher Investments (WOODSIDE CA)
NY
02/16/1999 - 03/02/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/24/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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