Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Armando? Claim Your ProfileArmando Neri is an Investment Advisor Representative with Fisher Retirement Solutions LLC. Armando has been in the industry since April 2017. Armando holds a Series 65 license and is registered in Washington. Armando is specializing in retirement planning and portfolio management for businesses. The firm's main office is located in Plano, TX. Fisher Retirement Solutions LLC manages over $4.9 billion in assets.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WA
07/05/2024 - Present
Fisher Retirement Solutions LLC (CAMAS WA)
IA
Issued 05/22/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Armando Neri is the right advisor for you? Invested Better is here to help.
