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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Fischer is a financial advisor with over 17 years of experience in the industry. Alan is currently registered with Cetera Investment Advisers LLC and is licensed in multiple states, including Arizona, California, Florida, Iowa, Michigan, Minnesota, Washington, and Wisconsin. Alan is a Series 7 and Series 66 licensed representative and is a member of FINRA. Alan's background includes experience with VOYA Financial Advisors, INC. and A. G. Edwards & Sons, INC. Alan specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
06/29/2023 - Present
Cetera Investment Advisers LLC (New Berlin WI)
WI
10/23/2008 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (New Berlin WI)
WI
01/01/2008 - 10/28/2008
WACHOVIA SECURITIES, LLC (GREEN BAY WI)
WI
01/20/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GREEN BAY WI)
BOTH
Issued 01/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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