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Federico Victor Velez

Fisher Investments

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About Federico Victor Velez

Federico Velez is a registered investment advisor representative with Fisher Investments, based in Plano, Texas. Federico has been in the industry since 2006. Federico has a Series 63 and Series 65 license and has experience with USAA Financial Advisors, Inc., Vanguard Marketing Corporation, USAA Investment Management Company and Edward Jones. Federico specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

Firm Information

Federico Velez is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Federico Velez’s Registration & Firm History

TX

07/07/2014 - Present

Fisher Investments (PLANO TX)

AZ

11/15/2013 - 06/25/2014

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

AZ

09/10/2007 - 05/20/2013

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

05/25/2007 - 12/31/2007

USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)

MO

03/29/2006 - 02/28/2007

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 05/15/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/31/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/27/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Federico Victor Velez.
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