Unclaimed
Gary Fisher is a financial advisor with over 20 years of experience in the industry. Gary has a strong background in securities and investment advising, holding various licenses and certifications, including Series 7, 24, 51, and 63. Gary is currently registered with LPL Financial LLC, a well-established firm with a strong reputation in the industry. In addition to Gary's experience in the financial industry, Gary is also an author and has written books on marketing and motivational topics.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
06/12/2017 - Present
LPL Financial LLC (FLINT MI)
MI
07/14/2006 - 02/02/2010
SAGEPOINT FINANCIAL, INC. (GRAND BLANC MI)
IL
01/10/2005 - 07/28/2006
UVEST FINANCIAL SERVICES GROUP, INC. (CHICAGO IL)
TX
06/17/2004 - 01/14/2005
AFS BROKERAGE, INC. (AUSTIN TX)
MN
03/14/2000 - 04/19/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
10/01/1999 - 04/19/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/01/1999 - 02/17/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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