Unclaimed
Daniel Giovinazzo is a financial advisor with Fisher Investments. Daniel is based in Plano, Texas, and is registered with the state of California and Texas. Daniel has experience in the financial industry and provides financial planning, portfolio management for individuals, portfolio management for businesses, and portfolio management for investment companies. Daniel has a strong track record of success in helping clients achieve their financial goals.
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
08/14/2023 - Present
Fisher Investments (PLANO TX)
WA
11/17/2020 - 02/01/2021
ROYAL ALLIANCE ASSOCIATES, INC. (BELLEVUE WA)
AZ
03/30/2020 - 11/02/2020
HORNOR, TOWNSEND & KENT, LLC (SCOTTSDALE AZ)
AZ
09/13/2016 - 03/31/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 06/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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