Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Fisher is a financial advisor with over 20 years of experience in the financial services industry. Michael is currently registered with Ameriprise Financial Services, LLC and has previously worked with UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. Michael holds several professional designations, including Certified Financial Planner. Michael offers a range of financial services, including financial planning, asset allocation services, pension consulting, and portfolio management for individuals and businesses.
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.
Asset allocation services
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
06/21/2024 - Present
Ameriprise Financial Services, LLC (MELVILLE NY)
NY
08/31/2012 - 11/08/2016
WELLS FARGO ADVISORS, LLC (MELVILLE NY)
NY
05/15/2007 - 09/10/2012
UBS FINANCIAL SERVICES INC. (MELVILLE NY)
NY
03/23/2007 - 05/09/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELVILLE NY)
NY
04/28/2000 - 03/21/2007
CITIGROUP GLOBAL MARKETS INC. (MANHASSET NY)
IA
Issued 03/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2002
Series 3 - National Commodity Futures Examination
BC
Issued 04/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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