Unclaimed
Mario Holland is an investment advisor representative with Fisher Investments. Mario is registered to provide investment advisory services in California. Mario has been in the industry since April 2004. Mario holds a Series 65 license, which they obtained on December 27, 2008. Mario is also a coach for Vision Volleyball Club in Los Gatos, CA and an assistant varsity volleyball coach for Menlo School in Atherton, CA.
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
01/01/2009 - Present
Fisher Investments (SAN MATEO CA)
IA
Issued 12/27/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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