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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reid? Claim Your ProfileReid Frumkin is a financial advisor with Fisher Investments. Reid has been working in the industry since 2008 and has been registered with the state of Washington since 2014. Reid has experience working with a variety of clients, including individuals, corporations, investment companies, pooled investment vehicles, and charitable organizations. Reid specializes in portfolio management, financial planning, and portfolio assessment.
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
05/06/2014 - Present
Fisher Investments (PLANO TX)
OR
04/08/2013 - 04/08/2014
MORGAN STANLEY (LAKE OSWEGO OR)
OR
02/13/2008 - 07/05/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEND OR)
BOTH
Issued 05/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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