Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Marie Fisher is an investment advisor representative with Evergreen Capital Management LLC, located in Bellevue, Washington. Victoria has been in the financial services industry for over 25 years. Victoria has been registered with the state of California since 2019 and the state of Washington since 2019.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Unsolicited investment advice on an ad hoc basis
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.
Set rates for specific services, regardless of time or assets managed.
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.
Negotiated fees for ad hoc unsolicited investment advice
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2
WA
07/23/2019 - Present
Evergreen Capital Management LLC (BELLEVUE WA)
WA
01/08/2013 - 12/05/2017
MORGAN STANLEY (SEATTLE WA)
WA
04/20/2012 - 01/02/2013
USAA FINANCIAL ADVISORS, INC. (SEATTLE WA)
NY
06/15/2010 - 12/21/2011
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
WA
10/23/2002 - 06/15/2010
CITIGROUP GLOBAL MARKETS INC. (SEATTLE WA)
NY
02/26/1999 - 06/14/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
08/31/1998 - 02/01/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
03/02/1998 - 07/13/1998
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
02/05/1997 - 03/02/1998
DAIN RAUSCHER INCORPORATED
NY
08/02/1993 - 08/01/1996
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 11/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 10/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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