Unclaimed
Jack R Fisher is a registered investment advisor representative with RBC Capital Markets, LLC. Jack has been working in the financial services industry since 2016. Jack specializes in providing investment advice to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and pooled investment vehicles. Jack holds the Series 7TO and SIE securities licenses, and the Series 66 Uniform Combined State Law Examination. Jack is also registered to provide investment advisory services in Washington and Texas.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
WA
02/10/2025 - Present
RBC Capital Markets, LLC (SEATTLE WA)
BOTH
Issued 01/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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