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Valerie Viviana Hernadez Bejarano

Fisher Investments

Heredia

Plano, TX

CRD 7989602

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Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-14
  • CA RA
    APPROVED
    Since 2025-01-14

Branch Locations

Zona Franca America, Edifício E21, Sexto Piso San Francisco, Heredia 40103 • Costa Rica

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments San Mateo CA 09/2024 Present
Verto Education Turrialba, Cartago 08/2022 12/2022
Contractor For Verto Education Remote 01/2023 08/2023
Verto Education Turrialba, Cartago 08/2023 12/2023
Self-Employed Heredia 01/2024 08/2024
Brainworks Total International School Yangon 06/2020 05/2022
Nelson Language Centre Nelc Yangon 08/2019 06/2020
Amazon Cr San Jose 04/2017 05/2019
Client Services Inc Heredia 11/2014 01/2017
  • 09/2024 → Present
    Fisher Investments
    San Mateo, CA
  • 08/2022 → 12/2022
    Verto Education
    Turrialba, Cartago
  • 01/2023 → 08/2023
    Contractor For Verto Education
    Remote
  • 08/2023 → 12/2023
    Verto Education
    Turrialba, Cartago
  • 01/2024 → 08/2024
    Self-Employed
    Heredia
  • 06/2020 → 05/2022
    Brainworks Total International School
    Yangon
  • 08/2019 → 06/2020
    Nelson Language Centre Nelc
    Yangon
  • 04/2017 → 05/2019
    Amazon Cr
    San Jose
  • 11/2014 → 01/2017
    Client Services Inc
    Heredia
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-14
  • S65 Uniform Investment Adviser Law Examination
    2025-01-14
Other Names
  • Valerie Hernandez Bejarano

View on SEC IAPD

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