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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 Tracy Sheahan is an Investment Advisor Representative at Fisher Investments. Peter has been in the industry since October 2000. Peter is registered with the state of North Carolina and Texas. Peter has passed the Series 65 exam. Peter specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Peter also provides financial planning services. Peter has experience working with high net worth individuals, charitable organizations, corporations, and other businesses. Peter has also worked with insurance companies, investment companies, pooled investment vehicles, and pension and profit-sharing plans.
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
03/04/2022 - Present
Fisher Investments (PLANO TX)
IA
Issued 09/03/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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