Unclaimed
Benjamin Alan Fisher is a financial advisor who is registered with Eagle Strategies LLC. Benjamin is a veteran financial advisor with over 20 years of experience in the industry. Benjamin is licensed to provide financial advice in several states, including Arizona, Florida, Georgia, Indiana, Michigan, Minnesota, New Jersey, and New York. Benjamin holds several industry licenses, including Series 6, 7, 26, 63, and 66. Benjamin provides a variety of financial services, including financial planning, portfolio management, and educational seminars. Benjamin is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
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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2
MI
09/15/2018 - Present
Eagle Strategies LLC (GRAND RAPIDS MI)
BOTH
Issued 9/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/1/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 5/19/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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