Unclaimed
Jack Henry Fischer is an investment advisor representative with Russell Investments. Jack has been in the financial services industry for over 2 years. Jack is licensed to sell securities in Colorado, Utah, Wisconsin, and Wyoming. Jack is also licensed to provide investment advice in those same states. Prior to joining Russell Investments, Jack was employed with LPL FINANCIAL LLC in Kenosha, WI. Jack has Series 7TO, SIE, and Series 66 securities licenses. Jack is also a Registered Representative with FINRA.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts and % of assets/advsmt
1
2
WI
09/03/2024 - Present
Russell Investments (Milwaukee WI)
WI
10/03/2022 - 08/27/2024
LPL FINANCIAL LLC (KENOSHA WI)
BOTH
Issued 11/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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