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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 Szpak is an investment advisor representative at Fisher Investments. Joseph has been in the industry since 2015, and has been working with Fisher Investments since July 2018. Joseph is registered with the state of Texas as an Investment Advisor Representative. Joseph has passed the Uniform Investment Adviser Law Examination and is licensed to provide financial planning services to individuals, businesses, investment companies and pooled investment vehicles. Joseph specializes in providing portfolio management services, financial planning, and portfolio assessment.
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
01/21/2021 - Present
Fisher Investments (PLANO TX)
IA
Issued 10/31/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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