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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Tallon is an investment advisor representative with Fidelity Personal And Workplace Advisors. Eric has been in the financial services industry since 2011, and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Eric holds the Series 7, Series 31, Series 66 and SIE licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
03/13/2023 - Present
Fidelity Personal AND Workplace Advisors (MONTEREY CA)
CA
03/14/2022 - 05/11/2022
EQUITABLE ADVISORS, LLC (SAN FRANCISCO CA)
CA
03/02/2016 - 05/18/2016
SCOTTRADE, INC. (CAMPBELL CA)
CA
01/22/2013 - 05/18/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)
CA
08/02/2011 - 12/21/2012
CHARLES SCHWAB & CO., INC. (CUPERTINO CA)
CA
10/16/2009 - 07/08/2011
MORGAN STANLEY SMITH BARNEY (PALO ALTO CA)
CA
07/09/2009 - 09/11/2009
TD AMERITRADE, INC. (SANTA MONICA CA)
CA
03/02/2009 - 04/22/2009
EURO PACIFIC CAPITAL, INC. (LOS ANGELES CA)
CA
10/21/2008 - 01/23/2009
WAMU INVESTMENTS, INC. (MALIBU CA)
CA
12/05/2005 - 10/21/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MENLO PARK CA)
BOTH
Issued 02/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/13/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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