Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elena? Claim Your ProfileElena Vosler is an investment advisor representative at Fisher Investments. Elena has been in the industry since 2016 and has a Series 65, Series 63, Series 7, and SIE license. Elena was previously employed at Morgan Stanley and Jaffe Tilchin Investment Partners. Elena specializes in portfolio management for businesses, individuals, investment companies and pooled investment vehicles.
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
04/22/2021 - Present
Fisher Investments (PLANO TX)
FL
10/02/2018 - 03/31/2021
MORGAN STANLEY (TAMPA FL)
BC
Issued 10/26/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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