Unclaimed
Alejandro Murillo perez is a financial advisor with Fisher Investments. Alejandro has over 6 years of experience in the financial services industry. Alejandro holds the Series 63, Series 6TO, and SIE licenses. Alejandro has been registered with the state of Oregon since 2023. Alejandro also has experience working with J.P. Morgan Securities LLC. Alejandro specializes in providing financial planning services, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Alejandro is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
01/09/2025 - Present
Fisher Investments (Camas WA)
OR
07/06/2020 - 06/22/2022
J.P. MORGAN SECURITIES LLC (Tigard OR)
BC
Issued 08/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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