Unclaimed
Eneo Dashi is an Investment Advisor Representative associated with Fisher Investments. Eneo has been in the industry for more than 9 years and is registered with the state of Florida and Texas. Their previous employers include Morgan Stanley, T. Rowe Price Investment Services, Inc., and Waddell & Reed. Eneo specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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
07/25/2023 - Present
Fisher Investments (Tampa FL)
FL
07/23/2019 - 08/26/2019
MORGAN STANLEY (TAMPA FL)
FL
10/13/2015 - 07/09/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
FL
10/29/2014 - 05/27/2015
WADDELL & REED (TAMPA FL)
IA
Issued 01/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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