Unclaimed
Robert Collier is an investment advisor representative with Fisher Investments, a firm that has been in business for over 40 years. Robert has been with Fisher Investments since December of 2001. Before joining Fisher Investments, Robert held positions at Salomon Smith Barney Inc., Prudential Securities Incorporated, and PaineWebber Incorporated. Robert's experience in the financial industry spans over 25 years. Robert is registered with the state of California and 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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2
CA
02/07/2022 - Present
Fisher Investments (LAUNA NIGUEL CA)
NY
01/04/2001 - 12/06/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
01/28/1997 - 01/04/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
09/06/1994 - 02/24/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 10/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/03/2000
Series 3 - National Commodity Futures Examination
BC
Issued 09/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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