Basic Fisher Knowledge
UBS, TDA, Fidelity, Charles Schwab, Pershing, Morgan Stanley.
Who are our custodians?
Erik Rojas was born in this state.
What is New York?
Ireland
Where did Halloween originate?
Connections for a Trust account
What are account owner and Trustee connections?
The 5th Planet from the Sun
What is Jupiter?
Damian Ornani
Who is FI's CEO?
This teammate put together a graduation ceremony for his graduating class during COVID.
Who is Kyle O' Brien?
Comes from Irish legend Stingy Jack
What is a Jack O'Lantern?
Contract between Fisher Investments and the prospect to become a client.
What is a Letter of Agreement?
The location of the smallest bone in the human body.
What is the ear?
This document lists all information about Fisher Investments as firm and how we operate as a company.
What is a ADV2 Brochure?
Self-proclaimed "horse-girl".
Who is Nina Johns?
Original name of candy corn
What is chicken feed?
Worth 25% of your metric score.
What is Transfers Complete?
Former Swiss tennis player, ranked No 1., and recently retired.
Who is Roger Federer?
1997
What year did our CEO start working at Fisher?
This teammate can write in Arabic.
Who is Lillie Sullivan?
Skittles- taste the rainbow!
What is the top Halloween candy?
If we're managing this type of 401k account, a FPD is not needed.
What is a Prototype Plan?
Fall begins south of the equator during this month.
What is March?
Kenneth Fisher, Jeffery Silk, William Glaser, Aaron Anderson, Michael Hanson.
Who are the 5 members of the IPC (Investment Policy Council)?
This teammate worked in Digital Marketing before starting at Fisher.
Who is Madisyn Campbell?
Comes from the Old English word, wicce, meaning "wise woman."
What is "Witch"?
AID Account Type for UTMA accounts.
What is "US - Custodial"?
Port of Spain
What is the capital of Trinidad and Tobago?