Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elisa? Claim Your ProfileElisa A. Fierro is an Investment Advisor Representative at The Mather Group, LLC. Elisa has been in the financial services industry for over six years and holds the Series 65 license. Elisa is a Certified Financial Planner and specializes in financial planning, portfolio management for individuals, and educational seminars. Elisa has a strong background in providing financial advice to individuals and families, and she is committed to helping her 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
A percentage of total net worth
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TX
08/06/2020 - Present
THE Mather Group, LLC (Houston TX)
IA
Issued 10/19/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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