Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joan? Claim Your ProfileJoan Schalk Fisher has been in the financial services industry for over 24 years. Joan is currently a registered representative with Equitable Advisors, LLC, where Joan has been employed since April 2020. Prior to this, Joan was employed at Key Investment Services LLC from January 2006 to January 2020. Joan has a wide range of experience, including working with high-net-worth individuals, corporations, and charitable organizations. Joan is a dedicated and experienced professional who is committed to providing her clients with the highest level of service.
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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NY
01/06/2023 - Present
Equitable Advisors, LLC (WILLIAMSVILLE NY)
NY
01/18/2006 - 01/21/2020
KEY INVESTMENT SERVICES LLC (Williamsville NY)
NY
08/04/2004 - 01/18/2006
MCDONALD INVESTMENTS INC. (DEPEW NY)
NY
03/16/2000 - 06/17/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MD
05/15/1997 - 11/24/1999
M&T SECURITIES, INC. (BALTIMORE MD)
BOTH
Issued 06/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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