Unclaimed
Rhian Dickinson is an investment advisor representative at Fisher Investments. Rhian has been in the industry for several years, and has a strong track record of success in helping clients achieve their financial goals. Rhian is dedicated to providing personalized financial advice and investment management services to meet the unique needs of each client. Rhian is passionate about helping clients understand their financial options and make informed decisions about their future. Previously, Rhian Dickinson worked at MORGAN STANLEY and T. Rowe Price Investment Services, Inc..
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.
1
2
FL
07/27/2023 - Present
Fisher Investments (Tampa FL)
FL
10/08/2018 - 07/08/2021
MORGAN STANLEY (Tampa FL)
FL
11/30/2017 - 10/01/2018
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 11/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/01/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/30/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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