Unclaimed
Pooja Ravikiran is an Investment Advisor Representative at Fisher Investments. Pooja is registered with the state of California and Texas. She is a licensed Investment Advisor Representative and has been working in the financial industry since 2012. Pooja is committed to providing her clients with the highest quality financial advice and services.
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
10/17/2023 - Present
Fisher Investments (San Mateo CA)
IA
Issued 10/17/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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