Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Musgrove is an investment advisor representative at Fisher Investments, licensed in Oregon, Texas and Washington. Nicholas joined Fisher Investments in March 2013. Before Fisher Investments, Nicholas worked at Morgan Stanley in Eugene, Oregon. Nicholas earned his Series 7 and Series 66 licenses in 2012. Nicholas provides portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
1
2
WA
04/18/2013 - Present
Fisher Investments (CAMAS WA)
OR
06/04/2012 - 02/14/2013
MORGAN STANLEY (EUGENE OR)
BOTH
Issued 06/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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