Unclaimed
Ryan Paul Fischer is a financial advisor with Avantax Advisory Services. Ryan has been in the financial services industry since 2012 and holds Series 7, Series 66 and SIE licenses. Ryan has experience with various financial institutions including 1st Global Capital Corp., USAA Financial Advisors, Inc., and AXA Advisors, LLC. Ryan's main office is located in Phoenix, Arizona. Ryan is also registered as a financial advisor in Arizona and 23 other states. Ryan specializes in providing financial planning services, portfolio management for individuals and businesses, and pension consulting.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
AZ
10/25/2019 - Present
Avantax Advisory Services (PHOENIX AZ)
AZ
11/04/2016 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (PHOENIX AZ)
AZ
03/13/2015 - 06/07/2016
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
09/10/2012 - 01/29/2015
AXA ADVISORS, LLC (SCOTTSDALE AZ)
BOTH
Issued 10/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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