Unclaimed
Elizabeth Kampa is a financial advisor with Fisher Investments. Elizabeth has been in the industry for 10 years and is licensed in Florida and Texas. Elizabeth specializes in providing financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Elizabeth's firm, Fisher Investments, is a well-established firm with a strong track record of providing financial advice to a wide range of clients.
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
FL
01/06/2025 - Present
Fisher Investments (Tampa FL)
BC
Issued 11/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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