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Steven Beimler

Fisher Investments

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About Steven Beimler

Steven Beimler is a financial advisor with Fisher Investments. Steven has over 10 years of experience in the financial services industry. Steven specializes in providing investment advice to individuals, families, and businesses. Steven is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).

Firm Information

Steven Beimler is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Steven Beimler’s Registration & Firm History

TX

01/21/2025 - Present

Fisher Investments (PLANO TX)

CT

01/24/2020 - 12/31/2020

CITIZENS SECURITIES, INC. (MIDDLETOWN CT)

CT

04/04/2019 - 01/27/2020

INFINEX INVESTMENTS, INC. (South Windsor CT)

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Licenses & Designations

BOTH

Issued 11/05/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/10/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/03/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/04/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Steven Beimler.
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