Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Leslie Missimer is an investment advisor representative at Fisher Investments. William has been in the industry since March 1994 and has a strong track record of success. He is registered with the state of Texas and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. William holds a variety of licenses and certifications, including the Series 66, 63, 24, 8, and 7. He is committed to providing his clients with personalized financial advice and helping them achieve their investment 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
TX
11/17/2017 - Present
Fisher Investments (PLANO TX)
TX
11/09/2016 - 11/14/2017
SCOTTRADE, INC. (IRVING TX)
TX
03/21/1994 - 11/07/2016
TD AMERITRADE, INC. (FORT WORTH TX)
CA
01/12/1994 - 03/04/1994
PACIFIC BROKERAGE SERVICES, INC. (LOS ANGELES CA)
BOTH
Issued 06/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2010
Series 24 - General Securities Principal Examination
BC
Issued 03/07/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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