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Jemal Ronil Osejo santana is an investment advisor representative with Fisher Investments, a firm that manages over $300 billion in assets. Jemal is registered with the state regulators of Florida and Texas. Jemal has a Series 63 and a Series 65 license, and has been in the industry since 2017. Jemal has previously worked with UBS Financial Services, Robinhood, and Robinhood Financial. Jemal specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Jemal also offers financial planning services.
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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TX
09/18/2024 - Present
Fisher Investments (PLANO TX)
Active
Inactive
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