Unclaimed
Golnar Abolghasemi is a financial advisor currently registered with Fisher Investments in Plano, Texas. Golnar has been in the industry since December 2020 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Golnar is also a registered Investment Advisor Representative in Texas.
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
TX
08/21/2024 - Present
Fisher Investments (PLANO TX)
TX
12/04/2020 - 08/20/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
BOTH
Issued 01/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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