Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Brian Fischer is a financial advisor registered with Cetera Investment Advisers LLC. Jay has been in the industry since April 1997, and has held previous positions with Securian Financial Services, Inc., Royal Alliance Associates, Inc., Prime Capital Services, Inc., and C. J. M. Planning Corp.. Jay is currently registered with the following states: Arkansas, California, Connecticut, Florida, Georgia, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, and Washington.
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.
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2
FL
08/10/2023 - Present
Cetera Investment Advisers LLC (PALM BEACH GARDENS FL)
FL
07/21/2014 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Palm Beach Gardens FL)
FL
12/09/2002 - 07/22/2014
ROYAL ALLIANCE ASSOCIATES, INC. (PALM BEACH GARDENS FL)
AZ
12/02/2002 - 12/03/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
12/03/1999 - 12/02/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
NJ
04/07/1997 - 12/02/1999
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
BOTH
Issued 09/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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