Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodrigo? Claim Your ProfileRodrigo Josue Aguilar alfaro is an Investment Advisor Representative at Fisher Investments. Rodrigo has been in the financial industry since 2012. Rodrigo is licensed in California and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Rodrigo specializes in portfolio management, financial planning, and portfolio assessment. Rodrigo received his Series 65 license in 2022.
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
09/08/2022 - Present
Fisher Investments (PLANO TX)
IA
Issued 09/08/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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