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John Getz Fischer is a financial professional with over 29 years of experience in the financial services industry. John is currently registered with Cetera Investment Advisers LLC and holds a Series 6, 7 and 63 license. John has previously been registered with Securian Financial Services, Inc., Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated. John specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. John is a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). John has worked with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
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.
1
2
PA
08/10/2023 - Present
Cetera Investment Advisers LLC (PLYMOUTH MEETING PA)
PA
06/10/2020 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Plymouth Meeting PA)
PA
08/23/1995 - 03/02/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHILADELPHIA PA)
WI
01/22/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
06/01/1993 - 04/12/1995
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
06/01/1993 - 01/13/1995
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 04/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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