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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Jason Vallas is an Investment Advisor Representative at Fisher Investments. Steven has been working in the financial industry since August 2010. Steven is licensed to provide investment advisory services in California. Steven holds the Series 65 license and is also a registered investment advisor in California. Steven specializes in providing financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Steven is also a specialist in portfolio assessment. Steven is affiliated with the San Mateo and Plano, TX offices of Fisher Investments.
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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CA
11/23/2010 - Present
Fisher Investments (SAN MATEO CA)
IA
Issued 11/18/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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