Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milton? Claim Your ProfileMilton Jay Fisher is a financial advisor with over 40 years of experience in the industry. Milton is currently registered with Janney Montgomery Scott LLC and has been with the firm since 2005. Milton holds a variety of licenses and certifications, including Series 3, 7, 52, 63, and 65. Milton has previously worked with Morgan Stanley DW Inc. and Prudential Securities Incorporated. Milton is able to provide financial advice to a wide range of clients, including individuals, families, businesses, and retirement plans. Milton also offers financial planning, pension consulting, educational seminars, and portfolio management services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
FL
11/07/2019 - Present
Janney Montgomery Scott LLC (Boca Raton FL)
NY
07/11/1994 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
09/09/1983 - 07/07/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
03/23/1981 - 09/16/1983
J. MILTON NEWTON, INCORPORATED
IA
Issued 04/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1989
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1981
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Milton Fisher is the right advisor for you? Invested Better is here to help.
