Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Joseph Fisher is a financial advisor registered with Wealth Enhancement Advisory Services, LLC in Malvern, Pennsylvania. Brian has over 20 years of experience in the financial services industry. Brian is also an Independent Insurance Agent, DBA Wealth Enhancement Group, for various independent insurance companies. Brian is a Registered Representative and Investment Advisor Representative. Brian holds Series 6, 7, 63 and 65 licenses.
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.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
PA
07/01/2021 - Present
Wealth Enhancement Advisory Services, LLC (MALVERN PA)
PA
01/04/2010 - 08/31/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (MALVERN PA)
PA
04/21/1998 - 01/05/2010
AXA ADVISORS, LLC (POTTSTOWN PA)
NY
04/21/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 01/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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