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Emily Lillian Savedes is an Investment Advisor Representative with Fisher Investments. Emily has been registered with the Securities and Exchange Commission since June 2021 and is licensed in Florida and Texas. Emily has worked in the financial industry since January 2021, previously working as a financial advisor for Franklin Templeton. Prior to that, Emily worked at Grand Valley State University in Allendale, Michigan. Emily holds a Series 65 license, which allows her to provide investment advice.
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
09/15/2023 - Present
Fisher Investments (PLANO TX)
IA
Issued 05/18/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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