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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Haugh is a registered investment advisor representative with Fisher Investments. William has over 20 years of experience in the financial services industry. He has a diverse background with experience at firms such as TIAA-CREF, HSBC, and TD Waterhouse. William is currently registered with the states of Oregon, Texas, and Washington. William specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. He is a dedicated professional with a commitment to helping clients achieve their financial goals.
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
12/03/2007 - Present
Fisher Investments (CAMAS WA)
NY
03/07/2007 - 09/12/2007
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LATHAM NY)
NY
07/25/2006 - 01/23/2007
HSBC SECURITIES (USA) INC. (CLIFTON PARK NY)
NE
11/02/1999 - 02/01/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 06/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/25/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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