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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph C. Zeidan is a financial advisor at Fisher Investments. Joseph has a Series 65, Series 6TO, and SIE license. Joseph's experience includes working at Trinity Wealth Securities, LLC and Florida Financial Advisors.
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
10/12/2023 - Present
Fisher Investments (PLANO TX)
FL
02/22/2022 - 06/05/2023
TRINITY WEALTH SECURITIES, L.L.C. (Tampa FL)
IA
Issued 07/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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