Erik FischerCRD Number: 7091833
Current Firm: Ubs Financial Services Inc.
Erik Fischer (CRD# 7091833) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Fargo, ND and has over 2 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors Financial Network, LLC
|Ubs Financial Services Inc.||Fargo, ND||May 2019 - Current||3|
|Full Time Student||Moorhead, MN||Mar 2019 - May 2019||< 1|
|Fargo Park District||Fargo, ND||May 2013 - Mar 2019||5|
|Full Time Student||Fargo, ND||May 2009 - May 2013||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2020|
Total Assets Under Management692,292MILLIONS
Total Number of Accounts1,073,865ACCOUNTS
Average Account Value$644,673
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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