Roy

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Investment Counselor at Fisher Investments|Portland, Oregon Metropolitan Area, United States

Position:

Investment Counselor at Fisher Investments

Location:

Portland, Oregon Metropolitan Area, United States

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Last updated: 2026-09-23
Updated: 2026-09-23

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Current work details
DepartmentFinancial Services
Availability
TimezonePDT
Best time to contact12:00 PM – 4:00 PM
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Work Experience 9 years

Investment Counselor at Fisher Investments

Oct 2024 - Current

Investment Solutions Representative at Fidelity Investments

Oct 2023 - Sep 2024

High Net Worth Service Associate at Fidelity Investments

Sep 2022 - Oct 2023

Financial Service Representative at Bank of America Merrill Lynch

Apr 2021 - Jul 2022

Summer Analyst 2020 at Societe Generale Corporate and Investment Banking

Jun 2020 - Aug 2020

Analyst at McIntire Investment Institute

Aug 2017 - Aug 2018

Roy started working in 2017, then the employee has changed 4 companies and 5 jobs. On average, Roy works for one company for 1 year 1 month.

Their professional focus is Leadership, Microsoft Excel, and Microsoft Word across 3 core areas.

Roy holds Series 66, Series 63 - Uniform Securities Agent State Law Examination, and Series 7 - General Securities Representative Examination certifications.

Education

Bachelor's degree at University of Virginia

Roy Namesakes

Name
Company
Position
Roy
Garnaut Global
Senior Associate
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Roy
SoftEdge Consulting Inc.
Director
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Roy
Department of Human Settlements Western Cape
Director
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