Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Itati? Claim Your ProfileItati Tapia chavez is a registered Investment Advisor Representative with Fisher Retirement Solutions LLC. Itati is registered in Washington and has been in the industry since November 2018. Itati specializes in Pension Consulting and Portfolio Management for Businesses. The firm's main office is located in Plano, 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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WA
07/05/2024 - Present
Fisher Retirement Solutions LLC (CAMAS WA)
IA
Issued 01/31/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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