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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Thacker is a financial advisor with Fisher Investments. Steven has been in the industry for over 10 years and has experience working with high-net-worth individuals, insurance companies, charitable organizations, and pooled investment vehicles. Steven Thacker is registered with the state of Washington and Texas as an investment advisor representative and is licensed to sell securities in Washington. He is also a Series 6 and Series 63 licensed professional. Steven Thacker specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Steven Thacker has a broad base of experience and knowledge of the financial markets, and he is committed to providing his clients with personalized investment advice and guidance.
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
04/03/2017 - Present
Fisher Investments (PLANO TX)
OR
08/08/2016 - 01/19/2017
PFS INVESTMENTS INC. (PORTLAND OR)
OR
10/01/2012 - 06/27/2016
J.P. MORGAN SECURITIES LLC (BEAVERTON OR)
OR
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BEAVERTON OR)
IA
Issued 04/03/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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