Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph John Fisher is a financial advisor with over 4 years of experience in the industry. Joseph holds the Series 63 and 65 licenses as well as Series 7 and SIE exams. He also holds the Chartered Financial Consultant designation. Joseph is currently registered with Cetera Investment Advisers LLC, a firm with 16,618 clients and approximately $104 billion in assets under management. Cetera Investment Advisers LLC provides financial planning, portfolio management, and pension consulting services. Prior to joining Cetera Investment Advisers LLC, Joseph worked at Voya Financial Advisors, Inc. and AXA Advisors, LLC.
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
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (AUSTIN TX)
TX
09/16/2019 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (AUSTIN TX)
TX
04/01/2019 - 06/05/2019
AXA ADVISORS, LLC (AUSTIN TX)
IA
Issued 3/1/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/22/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Joseph Fisher is the right advisor for you? Invested Better is here to help.
