Unclaimed
Roemello Christopher Shavers is a financial advisor at Fisher Investments and has been in the industry for over four years. Roemello Christopher Shavers is registered with the state of Texas as an investment advisor representative. Roemello Christopher Shavers's previous firm was TIAA-CREF Individual & Institutional Services, LLC. Fisher Investments is a firm that has been in the business for over 30 years and has over 100 offices worldwide. Fisher Investments provides a variety of financial services to clients, including portfolio management, financial planning, and educational seminars. Fisher Investments has a strong track record of success and is committed to providing its clients with the best possible financial advice.
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.
1
2
TX
12/21/2020 - Present
Fisher Investments (PLANO TX)
TX
07/13/2017 - 11/30/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
BOTH
Issued 08/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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