Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Franklin Fischer is an investment advisor representative, registered with Osaic Wealth, Inc. Eric has been working in the financial industry since 1986. Eric's previous firms include Citigroup Global Markets Inc., Lehman Brothers Inc., Wellshire Securities, Inc., Power Securities Corporation, and The Stuart-James Company, Incorporated. Eric is licensed to provide investment advisory services in New Jersey and New York. Eric has a series of industry licenses including Series 65, Series 63, Series 3, and Series 7. Eric also has a Securities Industry Essentials Examination (SIE). Eric provides financial planning, pension consulting, and educational seminars as well as portfolio management for businesses and individuals.
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.
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.
1
2
NY
04/26/2021 - Present
Osaic Wealth, Inc. (GARDEN CITY NY)
NY
07/31/1993 - 08/25/2008
CITIGROUP GLOBAL MARKETS INC. (RIVERHEAD NY)
NY
05/25/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/23/1989 - 06/05/1989
WELLSHIRE SECURITIES, INC.
NA
12/15/1988 - 02/28/1989
POWER SECURITIES CORPORATION
NA
05/20/1986 - 12/17/1988
THE STUART-JAMES COMPANY, INCORPORATED
IA
Issued 10/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1996
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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