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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Hosmar is a registered investment advisor representative with Fisher Investments. Michael has been in the financial industry since 1987. Michael is currently licensed in Arizona and Texas. Michael has experience working with insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions. Michael specializes in portfolio management for individuals, businesses, and investment companies.
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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2
AZ
02/08/2022 - Present
Fisher Investments (PARADISE VALLEY AZ)
UT
07/09/2003 - 07/23/2003
ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)
UT
11/04/1997 - 01/07/2002
ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)
NA
09/04/1997 - 09/26/1997
ZIONS INVESTMENT SECURITIES, INC.
NY
08/20/1987 - 09/08/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/14/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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