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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Rider is an Investment Advisor Representative with Fisher Investments. Timothy Rider is registered with the state of Texas. Timothy Rider has experience in the financial services industry since 1987. Timothy Rider holds a Series 3, Series 7 and Series 63 license. Timothy Rider has worked at several firms including Morgan Stanley, UBS Financial Services Inc. and Credit Suisse First Boston Corporation. Timothy Rider is a Chartered Financial Analyst (CFA).
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
07/22/2024 - Present
Fisher Investments (PLANO TX)
NY
03/14/2019 - 07/21/2022
MORGAN STANLEY (New York NY)
NJ
09/15/2015 - 07/31/2018
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CA
12/02/1999 - 04/01/2014
PAYDEN & RYGEL DISTRIBUTORS (LOS ANGELES CA)
NY
09/19/1995 - 07/22/1999
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
MD
03/22/1993 - 03/06/1995
CHASE SECURITIES, INC. (NEW YORK MD)
NA
11/17/1987 - 04/06/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 08/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1996
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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