Unclaimed
Jared Fischer is a financial advisor with Northwestern Mutual Investment Services, LLC based in Ft. Lauderdale, Florida. Jared has been in the industry since 2014 and has held previous positions with Advisors Asset Management, Inc., SunTrust Investment Services, Inc., INCAPITAL DISTRIBUTORS LLC, INCAPITAL LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jared holds Series 66, 24, SIE and Series 7 licenses. Jared provides services such as investment research, referrals to other advisors and other services.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
FL
06/20/2022 - Present
Northwestern Mutual Investment Services, LLC (FT LAUDERDALE FL)
FL
01/03/2019 - 05/31/2022
ADVISORS ASSET MANAGEMENT, INC. (Boca Raton FL)
FL
04/24/2018 - 12/26/2018
SUNTRUST INVESTMENT SERVICES, INC. (BOCA RATON FL)
FL
10/05/2015 - 04/16/2018
INCAPITAL DISTRIBUTORS LLC (BOCA RATON FL)
FL
10/05/2015 - 04/16/2018
INCAPITAL LLC (BOCA RATON FL)
FL
10/07/2014 - 10/05/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
BOTH
Issued 5/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/7/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/7/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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