Unclaimed
Jerry Todd Fisher is a financial professional with over a decade of experience in the industry. Jerry is currently registered with Northwestern Mutual Investment Services, LLC and holds the Series 6, Series 63, and SIE licenses. Jerry has experience with Chase Investment Services Corp. and has served clients in Texas, Virginia, New York and Colorado.
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
TX
04/12/2016 - Present
Northwestern Mutual Investment Services, LLC (IRVING TX)
TX
11/02/2009 - 06/22/2010
CHASE INVESTMENT SERVICES CORP. (ARLINGTON TX)
BC
Issued 06/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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