Unclaimed
Dante Pastore is a registered investment advisor representative with Fisher Investments, located in Plano, TX. Dante has been in the financial services industry since 1996. Dante specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Dante is also a Chartered Financial Consultant. Dante holds Series 7, 6, 63, and 24 licenses.
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
10/02/2023 - Present
Fisher Investments (PLANO TX)
GA
01/11/2000 - 04/05/2007
AMERIPRISE FINANCIAL SERVICES, INC. (ALPHARETTA GA)
MN
01/11/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
GA
01/03/1997 - 12/13/1999
CENTENNIAL CAPITAL MANAGEMENT, INC. (ATLANTA GA)
MA
10/25/1996 - 12/10/1999
MANEQUITY, INC. (BOSTON MA)
IA
Issued 11/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/1997
Series 24 - General Securities Principal Examination
BC
Issued 08/26/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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