Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stef? Claim Your ProfileStef Carmichael is an investment advisor representative registered with Fisher Investments, a firm with over $298 Billion in assets under management. Stef has been in the financial services industry for over 12 years and has offices in Plano, Texas, and Tampa, Florida. Stef also holds Series 66, SIE, and Series 7 licenses. Stef focuses on providing portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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
09/09/2019 - Present
Fisher Investments (PLANO TX)
NV
12/15/2015 - 12/13/2017
RBC CAPITAL MARKETS, LLC (RENO NV)
BOTH
Issued 03/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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