Unclaimed
William Evan Meessen is an Investment Advisor Representative at Fisher Investments. William has been in the industry since October 2008 and is registered with the states of Washington and Texas. William holds the Series 65 - Uniform Investment Adviser Law Examination. William has experience in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. William is also a treasurer for the First Place Neighborhood Association.
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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WA
03/08/2011 - Present
Fisher Investments (CAMAS WA)
IA
Issued 03/07/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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