Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Moshe? Claim Your ProfileMoshe Gad is a registered investment advisor representative at Fisher Investments. Moshe Gad is licensed to provide advisory services in Florida and Texas. Moshe Gad has been working in the financial services industry since 2021. Moshe Gad specializes in providing financial planning services, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Moshe Gad holds the Series 65 license. Moshe Gad has a diverse background with previous experience at Donna Klein High School, the Israeli Defense Forces, the University of Florida, and Apple Insurance & Financial Services.
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.
1
2
FL
12/10/2024 - Present
Fisher Investments (Tampa FL)
Active
Inactive
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