Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Cabrera Santos is an investment advisor representative at Fisher Investments. Paul has been in the industry since 2002 and holds a Series 7 and Series 66 license. Paul specializes in providing investment advice and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Paul has experience working with clients of all types, including high-net-worth individuals, corporations, and charitable organizations. Paul has been with Fisher Investments since 2004.
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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2
WA
06/06/2007 - Present
Fisher Investments (CAMAS WA)
CA
03/21/2002 - 04/26/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 05/07/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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