Unclaimed
Chika Iro is an investment advisor representative at Fisher Investments. Chika has been in the industry for several years and has a proven track record of success. Chika is dedicated to helping clients achieve their financial goals through personalized investment advice and strategies.
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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2
TX
07/02/2024 - Present
Fisher Investments (PLANO TX)
TX
02/20/2023 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
07/17/2018 - 02/20/2023
TD AMERITRADE, INC. (Westlake TX)
IA
Issued 07/02/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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