Unclaimed
Elizabeth Valdez is a registered Investment Advisor Representative with Fisher Investments. Elizabeth has been in the financial industry since 2013, and has held previous positions at ABGI, Mindtap Marketing and Michael Kors. Elizabeth is licensed in Texas. Elizabeth provides financial planning, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies and portfolio management for pooled investment vehicles. Elizabeth is also a Notary Public for the State of Texas.
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.
1
2
TX
12/19/2022 - Present
Fisher Investments (PLANO TX)
IA
Issued 12/19/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Elizabeth Valdez is the right advisor for you? Invested Better is here to help.