linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sybil Alice Fisher

Purshe Kaplan Sterling Investments

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sybil? Claim Your Profile

About Sybil Alice Fisher

Sybil Alice Fisher is a Financial Advisor with Purshe Kaplan Sterling Investments, a firm registered with the SEC. Sybil is located in Melville, New York and has been working in the financial industry since April 22, 1995. Sybil holds FINRA licenses Series 7, 8, 14, 24, 27, 31, 63 and 66 and has experience in various aspects of financial advising. Sybil has also worked with other notable firms including Morgan Stanley, UBS Financial Services Inc., Wall Street Discount Corporation and Pioneer Portfolio Corp.

Firm Information

Sybil Fisher is currently registered with Purshe Kaplan Sterling Investments. Purshe Kaplan Sterling Investments is a Corporation formed on December 16, 1993 and is approved to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been registered with the SEC and has 10 regulatory event disclosures and 2 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

181

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sybil Fisher’s Registration & Firm History

NY

10/14/2019 - Present

Purshe Kaplan Sterling Investments (Melville NY)

NY

06/01/2009 - 08/29/2019

MORGAN STANLEY (MELVILLE NY)

NY

02/13/2009 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (MELVILLE NY)

NY

02/15/1999 - 03/04/2009

UBS FINANCIAL SERVICES INC. (MELVILLE NY)

NY

03/10/1998 - 01/22/1999

WALL STREET DISCOUNT CORPORATION (THE) (NEW YORK NY)

NY

12/21/1994 - 01/13/1998

PIONEER PORTFOLIO CORP. (COPIAGUE NY)

Not sure if Sybil Alice Fisher is right for you?

Licenses & Designations

BOTH

Issued 09/16/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/23/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/25/1998

Series 14 - Compliance Officer Examination

BC

Issued 08/13/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 11/13/1996

Series 27 - Financial and Operations Principal Examination

BC

Issued 08/07/1995

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 12/20/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sybil Alice Fisher.
Not sure if Sybil Alice Fisher is right for you?