Fredrick William Fisher

Current Employers

Milestone Investments, Inc.

10700 Sikes Place Suite 315, Charlotte, NC 28277-0729 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-12-12
SC	RA	APPROVED	2012-03-19
NC	RA	APPROVED	2002-12-16

FL RA
APPROVED

Since 2022-12-12
SC RA
APPROVED

Since 2012-03-19
NC RA
APPROVED

Since 2002-12-16

Branch Locations

10700 Sikes Place Suite 315, Charlotte, NC 28277-0729 • UNITED STATES

10700 Sikes Place Suite 315, Charlotte, NC 28277-0729 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Milestone Investments, Inc.	Charlotte	NC	08/2001	Present

08/2001 → Present

Milestone Investments, Inc.

Charlotte, NC

Other Businesses

Fredrick W. Fisher, 10700 Sikes Place, Suite 315, Charlotte NC 28277, independent licensed insurance agent, 7/1999 to current, offering life, health and disability insurance sales and service through unaffiliated insurance companies, investment related, approximately 5 - 10 hours per week.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-12-28
S63	Uniform Securities Agent State Law Examination	1999-07-02

S65 Uniform Investment Adviser Law Examination

2001-12-28
S63 Uniform Securities Agent State Law Examination

1999-07-02

Designations

Other Names

Fred Fisher

View on SEC IAPD

Current Employers

Milestone Investments, Inc.

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

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