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Ryan Michael Zukowitz

Fisher Investments

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About Ryan Michael Zukowitz

Ryan Zukowitz is a financial advisor with Fisher Investments. Ryan has been in the financial services industry since 2021, and is licensed to provide investment advice in Florida and Texas. He specializes in providing financial planning, portfolio management, and investment advice to individuals, families, businesses, investment companies and pooled investment vehicles. Ryan is committed to providing personalized financial advice to his clients, with the goal of helping them achieve their financial goals.

Firm Information

Ryan Zukowitz 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.

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financial planning services

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

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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.

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percentage of assets

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

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performance-based fees

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

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Ryan Zukowitz’s Registration & Firm History

FL

06/18/2024 - Present

Fisher Investments (Tampa FL)

CO

01/30/2024 - 05/14/2024

EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)

FL

08/13/2022 - 10/13/2023

TRINITY WEALTH SECURITIES, L.L.C. (Tampa FL)

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Licenses & Designations

BC

Issued 02/07/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/27/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/2024

Series 7TO - General Securities Representative Examination

BC

Issued 08/13/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/28/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Michael Zukowitz.
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