Unclaimed
Jack Curtis Fisher is a financial advisor with over 40 years of experience in the financial services industry. Jack is currently registered with LPL Financial LLC and is located in Ormond Beach, Florida. Jack has previously worked for National Planning Corporation, Park Avenue Securities LLC, AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Jack holds Series 6 and SIE licenses.
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
FL
11/29/2017 - Present
LPL Financial LLC (ORMOND BEACH FL)
FL
01/07/2013 - 11/29/2017
NATIONAL PLANNING CORPORATION (ORMOND BEACH FL)
FL
04/03/2000 - 12/31/2012
PARK AVENUE SECURITIES LLC (ORMOND BEACH FL)
NY
07/15/1981 - 03/10/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/15/1981 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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