Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Ray is an Investment Advisor Representative at Fisher Investments and has been in the industry since May 2005. Anna is registered in Texas and Washington. Anna earned the Series 65 license in August 2017. Anna specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Anna is also a financial planner. Fisher Investments is a financial advisor firm based in Plano, TX. They manage over $298.7 billion in assets across 360,116 accounts.
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
08/22/2017 - Present
Fisher Investments (PLANO TX)
IA
Issued 08/22/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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