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Julian Guerena

Fisher Investments

Camas, WA

Plano, TX

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Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-01-25
TX RA APPROVED 2024-01-25
WA RA APPROVED 2024-01-25
  • OR RA
    APPROVED
    Since 2024-01-25
  • TX RA
    APPROVED
    Since 2024-01-25
  • WA RA
    APPROVED
    Since 2024-01-25

Branch Locations

5525 Nw Fisher Creek Dr, Camas, WA 98607 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Camas WA 09/2023 Present
Oregon Boating Foundation Newport OR 06/2019 09/2021
Safeway Corvallis OR 05/2018 01/2019
Fisher Investments Camas OR 06/2022 08/2022
Oregon State University Corvallis OR 09/2019 06/2023
Schooling Corvallis OR 05/2012 05/2019
Unemployed Corvallis OR 06/2023 08/2023
  • 09/2023 → Present
    Fisher Investments
    Camas, WA
  • 06/2019 → 09/2021
    Oregon Boating Foundation
    Newport, OR
  • 05/2018 → 01/2019
    Safeway
    Corvallis, OR
  • 06/2022 → 08/2022
    Fisher Investments
    Camas, OR
  • 09/2019 → 06/2023
    Oregon State University
    Corvallis, OR
  • 05/2012 → 05/2019
    Schooling
    Corvallis, OR
  • 06/2023 → 08/2023
    Unemployed
    Corvallis, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-25
  • S65 Uniform Investment Adviser Law Examination
    2024-01-25

View on SEC IAPD

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