Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edgar Cortes is a registered Investment Advisor Representative with Fisher Investments. Robert has been in the financial services industry for over 4 years. He is a licensed advisor in Washington and Texas. Robert earned his Series 7, Series 66, and SIE licenses. Prior to joining Fisher Investments, Robert was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated in Connecticut.
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)
CT
11/13/2020 - 10/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FAIRFIELD CT)
BOTH
Issued 12/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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