Unclaimed
Brian Patrick Fischer is an Investment Advisor Representative associated with Mariner Wealth. Brian is a Certified Financial Planner and a Chartered Financial Analyst. Brian has a strong background in financial planning and portfolio management. Brian has experience working with a variety of clients, including high-net-worth individuals, families, and businesses. Brian has a passion for helping clients achieve their financial goals.
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.
Family office services
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
FL
10/16/2023 - Present
Mariner Wealth (Naples FL)
IA
Issued 02/11/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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