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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 Forrer is an investment advisor representative with Fisher Investments. Steven has been working in the financial industry for over 16 years. Steven is registered to provide investment advice in Texas and Washington. Steven has a Series 6, Series 63, Series 65 and SIE licenses. Steven specializes in providing investment advice to individuals, families, and businesses. Steven can help you with financial planning, portfolio management, and other investment services.
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
09/23/2016 - Present
Fisher Investments (PLANO TX)
MA
01/02/2013 - 08/17/2016
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
CT
01/01/2009 - 01/02/2013
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
CT
08/26/2005 - 01/01/2009
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
FL
03/15/2004 - 08/19/2005
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
NY
08/14/2002 - 03/02/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 09/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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