Unclaimed
William Benjamin Fischer is a financial advisor registered with MML Investors Services, LLC. William has been working in the financial industry since 2003 and holds Series 66, SIE, and Series 7 licenses. William's practice specializes in financial planning, asset allocation, and portfolio management for individuals and businesses. William is also a Certified Financial Planner and has experience in outside insurance. William's current firm, MML Investors Services, LLC, is a registered investment advisor with approximately $72.83 billion in regulatory assets under management.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
03/25/2017 - Present
MML Investors Services, LLC (New York NY)
NY
11/11/2008 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
08/07/2003 - 11/05/2008
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 08/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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