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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tarek? Claim Your ProfileTarek Fayek Nakhla is an Investment Advisor Representative at Fisher Investments. Tarek has over 20 years of experience in the financial services industry. Tarek specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Tarek is registered with the state of Texas as an Investment Advisor Representative and also with the state of Florida as an Investment Advisor Representative. Tarek has a Series 63, Series 65, and Series 7, and Series 24. Tarek holds a Bachelor of Science degree from New York University.
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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2
TX
05/23/2023 - Present
Fisher Investments (PLANO TX)
CT
12/09/2019 - 06/09/2021
CRITO CAPITAL LLC (WESTPORT CT)
NY
07/26/2016 - 06/12/2019
MAINFIRST SECURITIES US INC. (NEW YORK NY)
NY
03/07/2007 - 01/14/2016
REDBURN (USA) LLC (NEW YORK NY)
NY
11/16/2001 - 02/22/2007
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
11/13/2000 - 08/27/2001
DRESDNER KLEINWORT WASSERSTEIN SECURITIES LLC (NEW YORK NY)
NY
09/08/1997 - 10/19/2000
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NA
08/21/1995 - 11/03/1997
SOCGEN-CROSBY SECURITIES INC.
IA
Issued 08/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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