Unclaimed
Myron Duane Fisher is a financial advisor with over 20 years of experience in the industry. Myron has worked at Ameriprise Financial Services, LLC since September 2022. Prior to joining Ameriprise Financial Services, LLC, Myron worked at CETERA FINANCIAL SPECIALISTS LLC and NYLIFE SECURITIES LLC. Myron has a Series 7, Series 63, Series 65 and SIE license. Myron specializes in providing financial advice to individuals, corporations, pension and profit sharing plans, charitable organizations, trusts/estates, and insurance companies. Myron holds a degree in Accounting from the University of Kentucky.
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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2
NY
01/19/2023 - Present
Ameriprise Financial Services, LLC (Hauppauge NY)
KY
03/23/2011 - 08/30/2021
CETERA FINANCIAL SPECIALISTS LLC (RICHMOND KY)
KY
03/07/2003 - 03/07/2011
NYLIFE SECURITIES LLC (RICHMOND KY)
IN
01/31/2000 - 01/13/2003
UNIFIED FINANCIAL SECURITIES, INC. (INDIANAPOLIS IN)
IN
09/02/1999 - 01/31/2000
COMMONWEALTH INVESTMENT SERVICES, INC. (INDIANAPOLIS IN)
IA
Issued 01/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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