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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Solari is an Investment Advisor Representative with Fisher Investments and is registered in the state of Texas. Benjamin Solari has been in the industry since September 2015. Benjamin Solari holds a Series 65 license and has been a part of the Fisher Investments team for over 7 years. Benjamin Solari specializes in providing financial planning services to individuals and businesses and managing portfolios for high-net-worth individuals, other investment advisers, 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.
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TX
11/29/2017 - Present
Fisher Investments (PLANO TX)
IA
Issued 05/04/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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