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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 E Horton is a financial advisor with Fisher Investments in Plano, TX. Joseph has been a registered investment advisor representative since February 2022. Prior to joining Fisher Investments, Joseph worked at Merrill Lynch. Joseph holds the Series 7TO, Series 66, and SIE licenses. Joseph has experience working with a variety of clients, including high net worth individuals, corporations, insurance companies, and charitable organizations.
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
07/24/2024 - Present
Fisher Investments (PLANO TX)
TX
02/11/2022 - 07/11/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRISCO TX)
BOTH
Issued 06/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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