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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harlan? Claim Your ProfileHarlan Fischer is a financial advisor with over 47 years of experience in the industry. Harlan is currently registered with Cetera Investment Advisers LLC and Branch Financial Services, Inc. Harlan is licensed to provide financial advice in New York, Texas and several other states. Harlan holds the Series 1, 6, 22, 63 and SIE securities licenses, and the Chartered Financial Consultant designation. Harlan has a proven track record of providing investment advice to individuals, businesses, and institutions. Harlan is committed to providing personalized financial advice and services to meet his client's specific needs.
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
02/14/2025 - Present
Cetera Investment Advisers LLC (SETAUKET NY)
NY
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (SMITHTOWN NY)
MA
09/03/1975 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NY
01/31/1982 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
06/24/1977 - 09/19/1983
P & I EQUITIES CORPORATION
BC
Issued 04/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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