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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stelzon? Claim Your ProfileStelzon Erixon Anaya is an investment advisor representative at Fisher Investments. Stelzon has been in the financial services industry since 2017. Stelzon is licensed to provide investment advice in Texas. Stelzon has passed the Series 66, Series 7 and SIE exams. Prior to joining Fisher Investments, Stelzon worked for Thrivent Investment Management Inc. and Wells Fargo. Stelzon specializes in providing investment advice to high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, insurance companies, investment companies and pension and profit-sharing plans. Stelzon provides financial planning and portfolio management services. Stelzon's firm has a large amount of assets under management and has a focus on providing investment advice to individuals and institutions.
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
12/17/2021 - Present
Fisher Investments (PLANO TX)
TX
03/15/2021 - 12/03/2021
THRIVENT INVESTMENT MANAGEMENT INC. (Allen TX)
BOTH
Issued 05/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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