Erik Fischer, financial advisor Fargo ND

Erik Fischer

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Erik Fischer
Phone Number: 201-352-3000
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    692,292
    MILLIONS
  • Total Number of Accounts
    1,073,865
    ACCOUNTS
  • Average Account Value
    $644,673
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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