Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Merry? Claim Your ProfileMerry M. Fischer is a financial advisor with over 15 years of experience in the industry. Fischer has a Series 7, Series 63 and SIE license. Fischer is registered with Morgan Stanley in both Oregon and Texas. Fischer previously worked for UBS Financial Services Inc. in Medford, Oregon. Fischer is licensed in 51 states and has experience working with a variety of clients, including individuals, high-net-worth individuals, businesses, corporations, insurance companies, investment companies, pension and profit sharing plans, charitable organizations, and state and municipal government entities. Fischer provides a variety of advisory services, including financial planning, asset allocation advice, portfolio management, and pension consulting.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OR
03/29/2012 - Present
Morgan Stanley (Medford OR)
OR
04/05/2005 - 07/02/2010
UBS FINANCIAL SERVICES INC. (MEDFORD OR)
BC
Issued 05/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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