Unclaimed
Theresa Murphy is an Investment Adviser Representative with Fisher Investments. Theresa is registered with the state of Florida and Texas. Theresa has a Series 65 license and has worked in the financial industry since 2013. Theresa specializes in Portfolio Management for Individuals, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Businesses, and Financial Planning. Theresa has experience in the investment industry.
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
FL
08/06/2024 - Present
Fisher Investments (Tampa FL)
IA
Issued 08/06/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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