Unclaimed
Thomas Hoover is an investment advisor representative at Fisher Investments with over two years of experience in the industry. Thomas previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated as an investment advisor representative. Thomas has a Series 66 license as well as a Series 7 and a Series SIE. Thomas focuses on providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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
03/14/2022 - Present
Fisher Investments (PLANO TX)
TX
11/01/2019 - 02/28/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
BOTH
Issued 01/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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