Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ginna? Claim Your ProfileGinna Sofia Fonseca pearson is an investment advisor representative at Fisher Investments. Ginna has been in the industry since 2017. Ginna has a Series 65 license and is registered with the state of California. Ginna specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Ginna is also a registered representative with Fisher Investments. Ginna has experience working with a variety of clients, including high-net-worth individuals, insurance companies, and charitable organizations.
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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07/11/2023 - Present
Fisher Investments (Heredia )
IA
Issued 07/11/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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