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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Costa is a financial advisor with Fisher Investments. Alex has been in the financial industry for over four years. Alex is licensed in Florida and Texas. Previously, Alex worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Alex holds a Series 66, a Series 7 and a SIE.
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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TX
06/13/2022 - Present
Fisher Investments (PLANO TX)
AZ
07/31/2019 - 05/23/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PEORIA AZ)
BOTH
Issued 08/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/15/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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