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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annelisa? Claim Your ProfileAnnelisa Augustine Johnny is a financial advisor at Fisher Investments. Annelisa has been working in the financial services industry since 2011. Annelisa is registered with FINRA and holds the Series 6, 7, 63 and 66 licenses. She is also licensed in Florida and Texas. Annelisa is experienced in providing portfolio management for individuals, families, businesses, and investment companies. Annelisa is committed to providing clients with the highest level of personalized service.
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
FL
03/07/2022 - Present
Fisher Investments (TAMPA FL)
FL
04/29/2016 - 02/18/2022
WELLS FARGO CLEARING SERVICES, LLC (NORTH PORT FL)
BOTH
Issued 09/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/13/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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