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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2008-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisler Financial Services | Folsom | CA | 02/2008 | Present |
| Various Insurance Carriers | Sacramento | CA | 11/2001 | Present |
| Commonwealth Financial Network | Waltham | MA | 02/2008 | Present |
1. FISLER FINANCIAL SERVICES, FIXED INSURANCE SALES, CONDUCTED AT BRANCH, INVESTMENT RELATED. 2. FISLER FINANCIAL SERVICES RETIREMENT TRUST, TRUSTEE OF COMPANY RETIREMENT PLAN, CONDUCTED AT BRANCH, INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-30 |
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