Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Regan Fisher is a financial advisor who has been working in the financial industry since July 14, 2008. Kevin is currently registered with Raymond James Financial Services Advisors, Inc. in Middleton, Wisconsin. Kevin previously worked for MSI FINANCIAL SERVICES, INC. in Middleton, Wisconsin. Kevin holds licenses in 11 states including Arizona, California, Colorado, Florida, Illinois, Minnesota, Ohio, Pennsylvania, Tennessee, Texas, and Wisconsin. Kevin also holds Series 6, 7, 24, 63 and 65 securities licenses. Kevin specializes in providing financial planning, investment management, and pension consulting services to individuals, businesses, and high-net-worth clients.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
WI
11/10/2016 - Present
Raymond James Financial Services Advisors, Inc. (Middleton WI)
WI
07/15/2008 - 11/15/2016
MSI FINANCIAL SERVICES, INC. (MIDDLETON WI)
IA
Issued 09/13/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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