Unclaimed
Theodore Buehler is an Investment Advisor Representative with Fisher Investments. Theodore has been a licensed Investment Advisor Representative since 2004. Theodore's previous experience includes working as an Investment Advisor Representative with Cetera Advisor Networks LLC. Theodore holds Series 7 and Series 66 securities licenses and the Series 65 investment advisor license.
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
06/21/2022 - Present
Fisher Investments (PLANO TX)
WA
05/14/2004 - 12/31/2019
CETERA ADVISOR NETWORKS LLC (VANCOUVER WA)
IA
Issued 06/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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