Unclaimed
Justin Reid Exposito is a financial advisor at Fisher Investments. Justin has been in the financial industry for over 4 years, and has a strong background in providing financial advice and portfolio management services to individuals, families, and businesses. Justin's expertise includes investment strategies, wealth management, and financial planning. Justin holds the Series 7 and Series 66 licenses and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated before joining 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
01/22/2021 - Present
Fisher Investments (PLANO TX)
OR
05/12/2018 - 01/11/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)
BOTH
Issued 06/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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