Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos roberto? Claim Your ProfileCarlos roberto Alvarez herrera is an Investment Advisor Representative at Fisher Investments. Carlos roberto is registered with the state of California and has been in the industry since April 2019. Carlos roberto has previously worked at White Media, HP - Wipro Limited, and SILAB S.A.. Carlos roberto specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Carlos roberto's firm, Fisher Investments, manages over $298 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.
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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04/25/2023 - Present
Fisher Investments (Heredia )
IA
Issued 04/25/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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