Unclaimed
Skye Tonnesen is a Registered Representative at Fisher Investments. Skye has been in the industry since June 2015 and previously worked for Morgan Stanley. Skye holds a Series 66, Series 7 and SIE licenses. Skye has specializations in Portfolio Management for Individuals, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Businesses and Financial Planning. Skye is registered with the State of Florida 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
TX
07/27/2023 - Present
Fisher Investments (PLANO TX)
FL
09/14/2017 - 06/03/2021
MORGAN STANLEY (Tampa FL)
BOTH
Issued 11/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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