Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Robert Paquette is an Investment Advisor Representative with Fisher Investments, registered with the state of California and Texas. Nathaniel has been in the industry since July 2007. Nathaniel earned the Series 65 license in 2015. Nathaniel specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Nathaniel is also a financial planner. Fisher Investments is a firm based in Plano, Texas, managing over $298 billion in assets.
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
07/12/2023 - Present
Fisher Investments (WOODSIDE CA)
IA
Issued 06/10/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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