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Uriel Felipe castro

Fisher Investments

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About Uriel Felipe castro

Uriel Felipe castro is a Registered Investment Advisor (RIA) licensed in Texas and has been in the financial services industry for several years. Uriel has a Series 63, Series 65 and Series 6TO licenses and the Securities Industry Essentials (SIE) certification. Uriel has specialized in providing financial advice to a variety of client types, including individuals, high-net-worth individuals, investment companies, corporations, and charitable organizations. Uriel currently works for Fisher Investments.

Firm Information

Uriel Felipe castro is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Uriel Felipe castro’s Registration & Firm History

TX

05/15/2024 - Present

Fisher Investments (PLANO TX)

WY

10/15/2021 - 02/17/2024

J.P. MORGAN SECURITIES LLC (Jackson WY)

WY

02/17/2021 - 04/22/2021

NYLIFE SECURITIES LLC (JACKSON WY)

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Licenses & Designations

IA

Issued 05/15/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/01/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/29/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Uriel Felipe castro.
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