Unclaimed
Thomas Pfeiffer is an investment advisor representative associated with Fisher Investments. Thomas has been working in the financial services industry since April 2007 and is registered in Texas. Thomas Pfeiffer holds a Series 65 license, the Uniform Investment Adviser Law Examination, which is required for investment advisor representatives to offer investment advisory services to clients. Thomas Pfeiffer is a registered Investment Advisor Representative (IAR) with Fisher Investments and works from the Plano, Texas office. The firm provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments is a registered investment advisor with approximately $298.7 billion in assets under management.
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
11/17/2021 - Present
Fisher Investments (PLANO TX)
IA
Issued 02/24/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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