Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Stumpo is an Investment Advisor Representative with Fisher Investments, a firm that manages over $300 billion in assets. Michael is registered with the state of Florida, and holds the Series 65 license. Michael has over 10 years of experience in the financial industry. Michael specializes in working with high-net-worth individuals, corporations and charitable organizations. Michael's experience includes working with clients on investment management, financial planning and portfolio assessment. The firm offers a variety of services including portfolio management for businesses, individuals, investment companies and pooled investment vehicles.
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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FL
09/17/2024 - Present
Fisher Investments (TAMPA FL)
IA
Issued 12/12/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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