Beatriz Hernandez Gomez De Segura

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 03/2018
  Instituto Tecnologico Y De Estudios Superiores De Monterrey
  Mexico City
• 04/2018 → 09/2019
  Merrill Lynch. Fenner & Smith Incorporated
  San Diego, Ca, CA
• 10/2019 → 02/2021
  Unemployed
  San Diego, CA
• 03/2021 → 12/2021
  Primerica Financial Services
  Temecula, CA
• 08/2021 → 12/2021
  Pfs Investments Inc.
  Temecula, CA
• 06/2018 → 09/2019
  Bank Of America, N.A
  San Diego, CA
• 06/2022 → Present
  Fisher Investments
  Plano, TX
• 12/2021 → 06/2022
  Unemployed
  Temecula, CA

Previous Registrations

• 2021-08-03 → 2021-11-29
  Pfs Investments Inc.
  Carlsbad, CA
• 2018-06-25 → 2019-09-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-06-22

Other Names

• Beatriz Gomezdesegura
• Beatriz Hernandezgomezdes
• Beatriz Hernandez Gds
• Beatriz Hernandez