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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Derek Engfelt is an investment advisor representative with Fisher Investments. Peter is registered with the state of Texas. Peter has been in the industry since January 2021 and has previously worked at City Storage Systems, ForeKnow Inc, NuOrder Technologies, and Cal State University Fullerton. Fisher Investments is a registered investment advisor with approximately $298.7 billion in regulatory assets under management. The firm provides investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles. The firm's main office is located in Plano, Texas.
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
05/11/2021 - Present
Fisher Investments (PLANO TX)
IA
Issued 05/10/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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