Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Valencia is an Investment Advisor Representative at Fisher Investments. Jose has been working in the financial services industry since 2015. Jose is registered with the state of Texas as an Investment Advisor Representative. Jose has passed the Uniform Investment Adviser Law Examination (Series 65). Fisher Investments is an investment firm that specializes in providing portfolio management services for individuals, families, and institutions. The firm manages over $300 billion in assets and has a strong reputation in the industry. Jose works at the Plano, Texas location of Fisher Investments.
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.
1
2
TX
12/12/2023 - Present
Fisher Investments (PLANO TX)
IA
Issued 12/11/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Jose Valencia is the right advisor for you? Invested Better is here to help.
