Unclaimed
Paola Lasalle is an Investment Advisor Representative with Fisher Investments. Paola is based in Plano, Texas and has been in the industry since 2014. Paola has a Series 65 license and is registered to provide investment advisory services in Texas. Paola is also registered with the Securities and Exchange Commission. Paola works with individuals, high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, investment companies, and other investment advisors.
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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TX
06/16/2023 - Present
Fisher Investments (Plano TX)
IA
Issued 06/16/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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