Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helen? Claim Your ProfileHelen Navarrete Madriz is a registered Investment Advisor Representative with Fisher Investments. Helen joined Fisher Investments in January 2023. Helen has a Series 65 license and is also registered in California. Prior to joining Fisher Investments, Helen worked at Kareo a Tebra Company in Heredia, Costa Rica. Helen has a background in customer service and operations management.
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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06/13/2023 - Present
Fisher Investments (Heredia )
IA
Issued 06/13/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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