Erik Fischer

Current Employers

Employment History

• 01/2015 → 04/2019
  Massachusetts Mutual Life Insurance Co
  Tampa, FL
• 03/2015 → 04/2019
  Mml Investors Services, Llc
  Tampa, FL
• 04/2019 → 02/2020
  M Holdings Securities, Inc.
  Portland, OR
• 04/2019 → 02/2020
  Mezrah Financial
  Tampa, FL
• 02/2020 → Present
  Massmutual Life Insurance Co
  Sarasota, FL
• 02/2020 → Present
  Mml Investors Services, Llc
  Sarasota, FL

Previous Registrations

• 2019-04-16 → 2020-02-25
  M Holdings Securities, Inc.
  Tampa, FL
  Portland, OR
• 2015-08-26 → 2019-04-03
  Mml Investors Services, Llc
  Tampa, FL

Other Businesses

1)NAME: ROUND OF A LIFETIME, INV REL: N ADDR: 216 S SPRING MILL RD, VILLANOVA PA 19085, NATURE: CHARITY, POSITION: BOARD MEMBER-DIRECTOR OF SELECTIONS, START: 09/01/2023, NO HR/MO: 4 NO HR/MO DUR TRADING:0, DUTIES: HELP RUN THE ORGANIZATION. 2)NAME: A KID'S PLACE, INV REL:Y ADDR: 1715 LITHIA PINECREST RD, BRANDON FL 33511, NATURE: CHARITY, POSITION: BOARD MEMBER AT LARGE, HEAD OF FINANCE COMMITTEE, START: 09/01/2023, NO HR/MO:3 NO HR/MO DUR TRADING: 1, DUTIES:HELP LEADERSHIP CONDUCT BUSINESS AND CONSULT ON DECISION MAKING. 3)NAME: WBC-WEALTH BUILDING CORNERSTONES, INV REL: N ADDR: 2923 MARKETPLACE DR #104, MADISON WI 53719, NATURE:RETIREMENT INCOME SOFTWARE NATIONAL TRAINER, POSITION:NATIONAL TRAINER, START: 10/1/2024, NO HR/MO: 5 NO HR/MO DUR TRADING:0 DUTIES:TRAIN FINANCIAL PROFESSIONALS ON WBC SOFTWARE AND PROCESS. 4)NAME: GOLDFISCH METHOD, INV REL: Y ADDR:1343 MAIN ST, SUITE 418, SARASOTA FL 34236 NATURE: PRACTICE MANAGEMENT, CLIENT SEGMENTATION, POSITION: PARTNER, START: 2/28/2025, NO HR/MO: 10 NO HR/MO DUR TRADING: 1-2 DUTIES: CONSULT ADVISORS ON BEST PRACTICES FOR CLIENT SEGMENTATION TO HELP DRIVE INCREASED PRODUCTION, INCREASED SERVICE, DELEGATION AND DRIVE ORGANIC GROWTH OF FINANCIAL SERVICES PRACTICE.

Exams

• S66 Uniform Combined State Law Examination
  2015-08-10

Designations

Other Names

• Erik M. Fischer
• Erik Michael Fischer