Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wyatt Fisher is a financial advisor at Fidelity Personal And Workplace Advisors with over 6 years of experience in the industry. Robert holds Series 6, 7TO, 63 and 66 licenses and has been registered as a broker-dealer and investment advisor representative in 53 states and the District of Columbia. Robert's background includes experience at Wells Fargo Clearing Services, LLC and Lincoln Financial Advisors Corporation. Robert's specialties include Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.
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.
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
CA
05/03/2023 - Present
Fidelity Personal AND Workplace Advisors (ELK GROVE CA)
CA
08/05/2021 - 10/24/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (SACRAMENTO CA)
CA
06/28/2017 - 08/12/2021
WELLS FARGO CLEARING SERVICES, LLC (SACRAMENTO CA)
BOTH
Issued 01/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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