Unclaimed
Robert Francis Fisher is a registered investment advisor with TIAA-CREF Individual & Institutional Services, LLC. Robert has been working in the financial industry since July 2012 and has experience with TIAA and Fidelity Brokerage Services LLC. Robert has a variety of registrations in multiple states and is currently registered with TIAA-CREF Individual & Institutional Services, LLC in Ohio. Robert is also licensed in Ohio as a registered representative.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
OH
07/23/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CINCINNATI OH)
KY
07/10/2012 - 07/10/2018
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 03/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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