Unclaimed
Tyler Jay Ostby is an investment advisor representative registered with Fisher Investments. Tyler has been with Fisher Investments since November 2009. Tyler has been in the securities industry since September 2009. Tyler is licensed to provide investment advice in Washington and Texas. Tyler has passed the Series 7, Series 63, and Series 65 exams. The firm provides portfolio management services to individuals, investment companies, and pooled investment vehicles. The firm's focus is on providing investment advice and portfolio management services to high-net-worth individuals. The firm has a total of $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.
1
2
WA
05/27/2011 - Present
Fisher Investments (CAMAS WA)
OR
09/04/2009 - 12/03/2009
PHILLIPS & COMPANY (PORTLAND OR)
BC
Issued 09/08/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/14/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Tyler Ostby is the right advisor for you? Invested Better is here to help.