Unclaimed
Sean Huang is a registered investment advisor representative in Florida and Texas. Sean has been in the industry since 2016 and works for Fisher Investments. Sean is also a registered investment advisor in Florida and Texas. Sean has one state exam, the Uniform Investment Adviser Law Examination, and has been registered with the SEC since 2021. Sean has worked for a variety of financial institutions in their career and currently works with a variety of client types, including high-net-worth individuals, corporations and charitable organizations.
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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FL
07/26/2023 - Present
Fisher Investments (TAMPA FL)
IA
Issued 09/21/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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