Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Anthony Fischer is a financial professional with over 20 years of experience in the industry. Robert is currently registered with D.a. Davidson & Co. in Seattle, WA. Prior to joining D.a. Davidson & Co., Robert was with CHARLES SCHWAB & CO., INC. in San Francisco, CA and WADDELL & REED, INC. in Overland Park, KS. Robert has a broad range of experience and expertise, including Series 7, 6, 9, 10, 55, 63 and SIE licenses.
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.
A percentage of the total value of assets under management is charged.
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2
WA
01/10/2022 - Present
D.a. Davidson & Co. (SEATTLE WA)
CA
02/05/1998 - 12/31/2009
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
KS
09/09/1997 - 11/18/1997
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 03/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/06/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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