Unclaimed
Christopher Arthur Fisher is a financial advisor in Troy, MI, with over 20 years of experience in the financial services industry. Fisher currently works at Isto Advisors, LLC and has held previous positions at Regal Securities, Inc. and H&R Block Financial Advisors, Inc. Fisher offers a range of financial services including financial planning, pension consulting, and portfolio management for both individuals and businesses. Fisher is a Chartered Financial Analyst. Fisher has a strong track record of success in 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.
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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2
MI
01/03/2020 - Present
Isto Advisors, LLC (TROY MI)
IL
09/28/2012 - 10/28/2016
REGAL SECURITIES, INC. (LAKE FOREST IL)
IL
09/03/2004 - 10/26/2012
NORTHSTAR FINANCIAL PARTNERS, INC. (LAKE FOREST IL)
MI
06/24/2003 - 09/10/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MI
10/26/1994 - 06/24/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 01/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/07/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/28/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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