Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Blake Packard is a financial advisor at Fisher Investments. Steven has been in the industry since January 25, 2018. Steven is registered to provide investment advice in Connecticut, Rhode Island, Texas and Washington. Steven has passed the Securities Industry Essentials Examination (SIE), the General Securities Representative Examination (Series 7) and the Uniform Combined State Law Examination (Series 66). Steven has previously worked at Edward Jones.
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.
1
2
TX
06/14/2019 - Present
Fisher Investments (PLANO TX)
OR
01/25/2018 - 10/04/2018
EDWARD JONES (OREGON CITY OR)
BOTH
Issued 05/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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