Unclaimed
Timothy Schluter is a registered investment advisor representative with Fisher Investments. Timothy is based in the Camas, Washington office and also holds a registration in Texas. Timothy has been with Fisher Investments since June 2004. Timothy has a strong track record in the financial services industry, having previously worked at Morgan Stanley DW Inc. Timothy is also licensed to provide investment advice to individuals, businesses, and investment companies.
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
WA
02/27/2007 - Present
Fisher Investments (CAMAS WA)
NY
08/17/2001 - 05/06/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 08/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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