Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Matthew Schwitzer is an investment advisor representative with Fisher Investments, a firm that manages over $298 billion in assets. Scott has been working in the financial industry since 2009 and is currently registered with the states of Texas and Washington. Scott has been with Fisher Investments since December 2018, and prior to that, he was with LPL Financial LLC from January 2013 to November 2018 and Edward Jones from May 2009 to January 2013. Scott holds the Series 7 and Series 66 securities licenses, as well as the SIE exam. Fisher Investments provides portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. The firm also offers financial planning services 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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TX
12/04/2018 - Present
Fisher Investments (PLANO TX)
CA
01/11/2013 - 11/12/2018
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
05/19/2009 - 01/15/2013
EDWARD JONES (LA MESA CA)
BOTH
Issued 05/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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