Hear from a Client Service Associate
Fisher Investments Fisher Investments
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 Published On Jun 25, 2024

Rachel is an operations specialist within our Client Service Associate group. Her primary role is coordinating client onboarding paperwork to begin their relationship with Fisher, assisting with opening client accounts with our custodians and help arrange the transfer of funds so Fisher can begin building the client’s portfolio.

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Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of Fisher Investments and should not be regarded as personalized investment advice. Nothing herein is intended to be a recommendation. The opinions expressed are subject to change without notice.

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