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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Serrano is an Investment Advisor Representative at Fisher Investments. Robert has been in the industry since January 2015. Robert has a Series 65 license and is registered in Florida and Texas. Robert has previous experience at AE Wealth Management, LLC, Bonefish, and Big Financial Services LLC. Robert specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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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2
FL
09/13/2022 - Present
Fisher Investments (Tampa FL)
IA
Issued 02/06/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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