Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Sue Fischer is an investment advisor representative at Cutler Investment Group, based in Jacksonville, OR. Carol is licensed in California, Oregon and Washington and has been working in the industry since August 2003. Carol specializes in providing financial planning and portfolio management for individuals, businesses, investment companies, and pension plans. Carol is also a board member for Pacific Retirement Services. Carol has a Series 65 license and has passed the Uniform Investment Adviser Law Examination.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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OR
10/15/2012 - Present
Cutler Investment Group (JACKSONVILLE OR)
IA
Issued 12/29/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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