Merry FischerCRD Number: 4623653
Current Firm: Morgan Stanley
Merry Fischer (CRD# 4623653) is an Investment Advisor Representative working at Morgan Stanley in Medford, OR and has over 11 years of experience in the finance industry.
Oregon Pacific Financial Advisors Inc.
Raymond James Financial Services Advisors, Inc.
Cetera Advisor Networks LLC
|Morgan Stanley Smith Barney||Medford, OR||Jun 2010 - Current||7|
|Ubs Financial Services Inc.||Medford, OR||Mar 2005 - Jun 2010||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2006|
Total Assets Under Management598,503MILLIONS
Total Number of Accounts1,610,240ACCOUNTS
Average Account Value$371,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, 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, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY