Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luisa? Claim Your ProfileLuisa Fernanda Chavez is an investment advisor representative registered with Fisher Investments. Luisa has been in the industry since 2017 and has specialized in providing investment advice to high net worth individuals, insurance companies, charitable organizations, pooled investment vehicles, corporations, and individuals. Luisa holds a Series 65 license and is registered in both California and Texas. Luisa received a degree from Boston College in 2013.
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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CA
10/02/2023 - Present
Fisher Investments (WOODSIDE CA)
IA
Issued 05/18/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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