Unclaimed
Erik Fischer is a financial advisor with MML Investors Services, LLC. Erik is a Certified Financial Planner with over 8 years of experience in the financial services industry. Erik has a Series 6, 7, and 66 license, and is also registered as an Investment Advisor Representative in Florida and Texas. Erik has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Erik is committed to providing personalized financial advice and 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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
08/14/2023 - Present
MML Investors Services, LLC (Sarasota FL)
FL
04/15/2019 - 02/25/2020
M HOLDINGS SECURITIES, INC. (TAMPA FL)
FL
04/20/2015 - 04/03/2019
MML INVESTORS SERVICES, LLC (TAMPA FL)
BOTH
Issued 08/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Erik Fischer is the right advisor for you? Invested Better is here to help.