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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Patrick Cassidy is an Investment Advisor Representative registered with Fisher Investments in Plano, TX. Paul has been in the financial industry since May 2012. Paul is a Series 65 license holder and has been registered with the state of Texas since September 2019. Paul has experience working with clients including high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.
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
09/20/2019 - Present
Fisher Investments (PLANO TX)
IA
Issued 03/06/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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