Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Del guercio is an investment advisor representative with Fisher Investments. Brian has been in the industry since 2018. Brian has passed the Series 63, Series 7 and SIE exams. Brian has been registered with the following states: NJ and TX. Brian was previously with Prudential Investment Management Services LLC, PGIM Investments,LLC and Morningstar Investment Services LLC. Brian specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Brian has worked with charitable organizations, corporations or other businesses, high net worth individuals, insurance companies, investment companies, individuals other than high net worth, other investment advisers, pension and profit sharing plans, pooled investment vehicles, state or municipal government entities and sovereign wealth funds and foreign official institutions.
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
NJ
01/17/2025 - Present
Fisher Investments (Cladwell NJ)
NJ
07/05/2018 - 06/22/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
BC
Issued 03/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Del guercio is the right advisor for you? Invested Better is here to help.
