Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Ira Fischer is an Investment Advisor Representative associated with Ameriprise Financial Services, LLC and has been in the industry since January 20, 1986. Evan Fischer holds Series 63, Series 65, Series 7 and SIE licenses. Evan Fischer is registered in 15 states including California, Connecticut, Florida, Georgia, Massachusetts, Michigan, New Jersey, New York, North Carolina, Texas, Virginia, and Wisconsin. Evan Fischer has worked for Ameriprise Financial Services, LLC and other firms including Oppenheimer & Co. Inc., RBC Dain Rauscher Inc., Tucker Anthony Incorporated, BT Alex. Brown Incorporated, Alex. Brown & Sons Incorporated, Legg Mason Wood Walker, Incorporated, Ladenburg, Thalmann & Co., Inc. and Macpeg, Ross, O'Connell & Goldaber, Inc.. Evan Fischer provides financial planning services, asset allocation services, and educational seminars. Evan Fischer manages assets for individuals, businesses, and trusts/estates.
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 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
NY
04/18/2016 - Present
Ameriprise Financial Services, LLC (Garden City NY)
NY
07/05/2002 - 04/18/2016
OPPENHEIMER & CO. INC. (JERICHO NY)
NY
03/09/2002 - 07/17/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
02/06/1998 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
MD
09/01/1997 - 03/03/1998
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
08/13/1996 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
MD
07/08/1991 - 08/22/1996
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
12/15/1986 - 07/26/1991
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NA
01/21/1986 - 12/19/1986
MACPEG, ROSS, O'CONNELL & GOLDABER, INC.
IA
Issued 02/27/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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