Unclaimed
Niranjan Tejasvi Srinivas is an Investment Advisor Representative registered with Fisher Investments in California and Texas. Niranjan has been in the industry since November 2006. Niranjan is also licensed as an Investment Advisor in California and Texas. The advisor specializes in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Niranjan has experience providing financial planning services to individuals and businesses.
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
08/30/2023 - Present
Fisher Investments (SAN MATEO CA)
IA
Issued 10/04/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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