linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ray Montalvo

Fisher Investments

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ray? Claim Your Profile

About Ray Montalvo

Ray Montalvo is a financial advisor registered with Fisher Investments in Plano, TX. Ray has been in the industry since 2020 and has worked at Morgan Stanley and Tesla. Ray holds Series 66, 7TO and SIE licenses and is registered with the states of Florida and Texas. Ray is qualified to provide financial advice to individuals, corporations, and institutional clients. Ray has a strong background in providing financial planning and investment advice. Ray is committed to providing clients with the best possible service and helping them achieve their financial goals.

Firm Information

Ray Montalvo is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

portfolio assessment

Portfolio assessment

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ray Montalvo’s Registration & Firm History

FL

11/14/2023 - Present

Fisher Investments (Tampa FL)

FL

07/17/2020 - 09/13/2023

MORGAN STANLEY (Temple Terrace FL)

Not sure if Ray Montalvo is right for you?

Licenses & Designations

BOTH

Issued 08/28/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/17/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/02/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ray Montalvo.
Not sure if Ray Montalvo is right for you?