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Ginna Sofia Fonseca Pearson

Fisher Investments

Heredia

Plano, TX

CRD 7723109

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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 2023-07-11
  • CA RA
    APPROVED
    Since 2023-07-11

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 Woodside CA 03/2023 Present
Sd Misiones De Costa Rica Puntarenas 11/2022 03/2023
Accenture Cartago 10/2021 11/2022
Amazon Cartago 01/2021 05/2021
Emirates Airlines Dubai 06/2019 09/2020
Legal Assistant Cartago 01/2018 07/2019
Service Response Partners San Jose 03/2017 12/2017
Unemployed Cartago 05/2021 10/2021
Unemployed Cartago 10/2020 01/2021
Ucr San Jose 03/2014 07/2019
  • 03/2023 → Present
    Fisher Investments
    Woodside, CA
  • 11/2022 → 03/2023
    Sd Misiones De Costa Rica
    Puntarenas
  • 10/2021 → 11/2022
    Accenture
    Cartago
  • 01/2021 → 05/2021
    Amazon
    Cartago
  • 06/2019 → 09/2020
    Emirates Airlines
    Dubai
  • 01/2018 → 07/2019
    Legal Assistant
    Cartago
  • 03/2017 → 12/2017
    Service Response Partners
    San Jose
  • 05/2021 → 10/2021
    Unemployed
    Cartago
  • 10/2020 → 01/2021
    Unemployed
    Cartago
  • 03/2014 → 07/2019
    Ucr
    San Jose
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-11
  • S65 Uniform Investment Adviser Law Examination
    2023-07-11

View on SEC IAPD

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