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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 Reyes is an investment advisor representative at Fisher Investments, licensed in Oregon, Texas, and Washington. Paul is licensed in Oregon, Texas, and Washington. Paul has been in the financial services industry since July 2020. Before joining Fisher Investments, Paul worked at Edward Jones. Paul has experience in investment management, portfolio management, and financial planning. Paul holds the Series 7TO, Series 66, and SIE exams.
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
11/09/2021 - Present
Fisher Investments (PLANO TX)
WA
07/20/2020 - 10/06/2021
EDWARD JONES (KIRKLAND WA)
BOTH
Issued 08/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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