Unclaimed
Charles Opeyemi Akinyemi is a registered Investment Advisor Representative with Fisher Investments. Charles is based in Plano, Texas and has been in the industry since January 2013. Charles is licensed to provide investment advice in Texas. Charles has passed the Series 65 exam. Charles specializes in investment advice for high net worth individuals, individuals other than high net worth, corporations and other businesses, insurance companies, investment companies, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, and state or municipal government entities. Fisher Investments provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm also offers financial planning and portfolio assessment services.
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
03/16/2018 - Present
Fisher Investments (PLANO TX)
IA
Issued 03/16/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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