Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Donald Thela is an investment advisor representative with Fisher Investments. Vincent has been in the industry since 2012. Vincent is registered to provide investment advice in Florida and holds a Series 65 license. Vincent specializes in providing investment advice to high-net-worth individuals, corporations, pooled investment vehicles, and other investment advisers. Vincent provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Vincent also offers portfolio assessment and financial planning services.
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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FL
01/26/2021 - Present
Fisher Investments (TAMPA FL)
IA
Issued 01/19/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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