Unclaimed
Thomas Omori is an Investment Advisor Representative at Fisher Investments. Thomas has been in the industry since 2018. Thomas earned the Series 65 license, Uniform Investment Adviser Law Examination, in November 2018. Thomas is registered in Texas and Washington. Thomas has experience working with individual investors, high net worth individuals, charitable organizations, investment companies and pooled investment vehicles. The primary office for Fisher Investments is located in Plano, TX.
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.
1
2
TX
11/29/2018 - Present
Fisher Investments (PLANO TX)
IA
Issued 11/29/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Thomas Omori is the right advisor for you? Invested Better is here to help.