Unclaimed
Satyajeet Gaekwad is an investment advisor representative associated with Fisher Investments. Satyajeet has been in the financial industry since 2023 and holds a Series 7TO and SIE license. Satyajeet has been a Registered Representative with Fisher Investments since September 2024, and has also worked with Pruco Securities Llc and The Prudential Insurance Company Of America.
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
09/12/2024 - Present
Fisher Investments (Camas WA)
BOTH
Issued 09/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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