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Michael Younan

Fisher Investments

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About Michael Younan

Michael Younan is a financial advisor registered with Fisher Investments. Michael's career in the financial services industry began in 2020 when he joined Equitable Advisors, LLC. Michael then joined Fidelity Brokerage Services LLC in 2021, and Foreside Fund Services, LLC in 2022. Michael is a Certified Financial Planner. Michael has obtained the Series 66, Series 7, and SIE licenses. Michael is currently registered with the state of Florida and Texas. Michael specializes in Portfolio Management for Individuals, Businesses, Investment Companies, and Pooled Investment Vehicles.

Firm Information

Michael Younan is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Michael Younan’s Registration & Firm History

FL

05/14/2024 - Present

Fisher Investments (Tampa FL)

NY

10/14/2022 - 10/16/2023

FORESIDE FUND SERVICES, LLC (Garden City NY)

NY

06/10/2021 - 07/21/2022

FIDELITY BROKERAGE SERVICES LLC (PLAINVIEW NY)

NY

12/14/2020 - 04/20/2021

EQUITABLE ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/22/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/13/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/15/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Younan.
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