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Frederic M Urena santos

Fisher Investments

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About Frederic M Urena santos

Frederic M Urena santos is an Investment Advisor Representative at Fisher Investments. Frederic has been in the industry for more than 10 years and has a Series 65 license and a SIE exam. Frederic has worked with a variety of clients, including high net worth individuals, insurance companies, charitable organizations, and pooled investment vehicles. Frederic's expertise is in portfolio management, financial planning, and portfolio assessment. Frederic's current firm, Fisher Investments, is a large firm with over $298 billion in assets under management. Frederic is dedicated to helping clients achieve their financial goals.

Firm Information

Frederic Urena santos 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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Frederic Urena santos’s Registration & Firm History

FL

02/05/2024 - Present

Fisher Investments (Tampa FL)

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Licenses & Designations

IA

Issued 02/05/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/12/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Frederic M Urena santos.
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