Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Joseph Daniel is an investment advisor representative at Fisher Investments. He is registered with the state of Texas and Washington. Zachary has been in the industry for over two years and has experience with individual and business portfolio management. He is also experienced in investment property ownership and management. Zachary received his Series 65 license on March 10, 2021, and his SIE license on January 5, 2021.
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
12/12/2023 - Present
Fisher Investments (Camas WA)
IA
Issued 03/10/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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