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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elliot? Claim Your ProfileElliot Lozano is an investment advisor representative at Fisher Investments. Elliot has been in the industry for less than a year. Elliot is registered with both the state of Florida and Texas. Elliot is also a Series 65 and Series 63 licensee. Elliot's previous employment was with Northwestern Mutual Investment Services, LLC.
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
08/09/2024 - Present
Fisher Investments (Tampa FL)
CO
03/02/2023 - 05/31/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COLORADO SPGS CO)
IA
Issued 08/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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