Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Fernando Castro is an investment advisor representative associated with Fisher Investments. Jose Fernando Castro has been in the industry since July 2024. Jose Fernando Castro has passed the Uniform Investment Adviser Law Examination. Jose Fernando Castro's current registrations include Florida and Texas. Fisher Investments is an investment firm with offices in Plano, TX and Tampa, FL. Fisher Investments has an approximate $1 billion - $10 billion amount of assets under 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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TX
12/03/2024 - Present
Fisher Investments (PLANO TX)
Active
Inactive
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