Unclaimed
Arin Iavicoli is a registered Investment Advisor Representative with Fisher Investments. Arin has been in the industry since 1998, with previous experience at several firms including Charles Schwab & Co., Inc. and Cybertrader, Inc. Arin specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
1
2
WA
02/16/2007 - Present
Fisher Investments (CAMAS WA)
TX
01/03/2003 - 02/24/2003
CYBERTRADER, INC. (AUSTIN TX)
TX
03/22/2000 - 01/23/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
10/14/1999 - 03/09/2000
INVESTIN.COM SECURITIES CORP. (DALLAS TX)
NY
09/30/1998 - 09/24/1999
MILESTONE FINANCIAL SERVICES, INC. (BOHEMIA NY)
TX
09/03/1998 - 09/17/1998
LANDMARK SECURITIES CORPORATION (HOUSTON TX)
IA
Issued 07/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/1998
Series 24 - General Securities Principal Examination
BC
Issued 12/14/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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