Unclaimed
Robert Norman Fisch is a financial advisor with over 20 years of experience in the financial services industry. He is currently registered as a Registered Representative with United Planners' Financial Services of America a Limited Partner and is also registered as an Investment Advisor Representative in Pennsylvania. Previously, Robert was a Registered Representative with Citizens Securities, Inc., Valic Financial Advisors, Inc., and LPL Financial Corporation. He holds a Series 6, 7, 26, 63, and 66 license. Robert specializes in providing financial planning, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations. He is dedicated to helping his clients achieve their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
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.
1
2
PA
06/09/2020 - Present
United Planners' Financial Services OF America A Limited Partner (PHILADELPHIA PA)
PA
04/21/2011 - 06/10/2020
CITIZENS SECURITIES, INC. (PHILADELPHIA PA)
NJ
10/12/2009 - 04/08/2011
VALIC FINANCIAL ADVISORS, INC. (BEDMINSTER NJ)
PA
05/27/2008 - 10/07/2009
LPL FINANCIAL CORPORATION (PHILADELPHIA PA)
PA
05/09/2000 - 05/27/2008
IFMG SECURITIES, INC. (PHILADELPHIA PA)
NY
08/07/1998 - 04/25/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 09/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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