Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Lee is a registered investment advisor representative with Fisher Investments. Raymond has been in the industry for over 27 years and has held previous positions at CHARLES SCHWAB & CO., INC., U.S. BANCORP INVESTMENTS, INC. and DEAN WITTER REYNOLDS INC. Raymond holds Series 7, 31, 63 and 65 licenses. Raymond specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Raymond also offers financial planning and portfolio assessment services.
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
WA
02/14/2011 - Present
Fisher Investments (CAMAS WA)
WA
12/07/2006 - 06/09/2009
CHARLES SCHWAB & CO., INC. (VANCOUVER WA)
MN
02/17/2005 - 06/17/2005
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
TX
08/14/1996 - 09/02/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
08/14/1995 - 05/06/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 02/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/1995
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1995
Series 31 - Futures Managed Funds Examination
Active
Inactive
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