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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Lister is a Registered Investment Advisor (RIA) representative with Fisher Investments, where Patrick has been employed since June 2017. Patrick previously worked at PNC INVESTMENTS in Pittsburgh, PA and M&T SECURITIES, INC. in Washington, DC. Patrick holds the Series 6, Series 7, Series 10, Series 24, Series 63, and Series 65 licenses and has passed the SIE exam. Patrick is also a registered Investment Advisor in Texas. Patrick specializes in providing financial planning services and portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Patrick’s firm, Fisher Investments, has more than $298 billion in assets under management.
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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2
TX
07/18/2023 - Present
Fisher Investments (PLANO TX)
PA
09/02/2014 - 05/01/2017
PNC INVESTMENTS (PITTSBURGH PA)
DC
03/15/2007 - 11/30/2012
M&T SECURITIES, INC. (WASHINGTON DC)
IA
Issued 03/11/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/02/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/19/2014
Series 24 - General Securities Principal Examination
BC
Issued 05/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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