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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Gotlieb is an investment advisor representative at Fisher Investments. Samuel is registered with the state of Texas. Samuel has been in the industry since July 2021. Samuel earned the Series 65 license in September 2023. Samuel's areas of specialization include investment advisory services for high-net-worth individuals, corporations, pooled investment vehicles, charitable organizations, and insurance companies. Fisher Investments provides financial planning, portfolio management, and other investment advisory services.
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
09/01/2023 - Present
Fisher Investments (PLANO TX)
IA
Issued 09/01/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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