Seji Alexander is a financial advisor based in San Mateo, California, with 12 years of professional experience. Alexander serves as an advisor at Fisher Investments, where they have exclusively worked as a financial advisor throughout their career. They hold a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Additionally, they are registered to provide advisory services in California.
Fisher Investments, headquartered in San Mateo, California, is a prominent financial firm with offices in 14 locations and a sizable team of 2,908 financial advisors. The company manages a total of $209 billion in assets, distributed among 217,207 customer accounts. This makes Fisher Investments one of the largest financial advisory firms in the United States in terms of assets under management. They also provide services to 22 charitable organizations. Notably, 59% of their customer accounts belong to high-net-worth investors who possess at least $1 million in investable assets. Fisher Investments offers a wide range of services, including financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other related services.
Seji Alexander began her career in 2005 as a Financial Representative at Fidelity Investments. With a goal of getting closer to portfolio management, she later joined Kayne Anderson Rudnick Investment Management as an Investment Advisor Associate, gaining valuable experience in the Registered Investment Advisor (RIA) world. In late 2009, Seji relocated to the Bay Area and became aware of Fisher Investments, joining the firm as a Client Account Coordinator in 2010.
Her exceptional performance led to Seji being named “Client Account Coordinator of the Year” in 2011, with her managers praising her efficiency and ability to add significant value to both internal and external clients. Eager to explore new opportunities within the company, she transitioned to the role of Investment Counselor later that year and remained in that position until 2015, consistently ranking among the top performers in her field. Seji actively contributed to team training and mentoring initiatives, focusing on enhancing the client and employee experience through team development.
From late 2015 until the end of 2020, Seji served as an Investment Counselor Team Leader, leading a team of high-performing individuals who managed important client relationships. However, longing for direct client interaction once again, she now serves as a Portfolio Counselor, where she assists new clients in the onboarding process.
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What is Fisher Investments?
Fisher Investments is an independent, privately-owned investment firm that was founded in 1979 by Ken Fisher. The company is headquartered in Camas, Washington, with additional offices in San Mateo, California, and various other locations worldwide. Fisher Investments offers a range of investment services and manages portfolios for individuals, institutional investors, and other clients.
As an investment advisory firm, Fisher Investments aims to provide personalized investment solutions based on clients’ financial goals, risk tolerance, and time horizons. The company employs a research-driven approach, combining quantitative analysis with fundamental research to make informed investment decisions. Fisher Investments focuses on a global perspective and seeks investment opportunities across different asset classes, including equities, fixed income, and alternative investments.
With a team of experienced investment professionals, Fisher Investments aims to deliver superior investment performance and personalized service to its clients. The firm follows a client-centric approach, emphasizing the importance of understanding individual clients’ needs and providing ongoing communication and support.
Fisher Investments has garnered a reputation for its educational initiatives and research publications. The company publishes regular market insights, articles, and white papers, sharing its investment insights and analysis with a broader audience.
It’s worth noting that Fisher Investments has no affiliation with Fisher Price, the toy company, despite sharing a similar name.