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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 Anderson is a financial advisor with Mercer Global Advisors Inc., located in Gloucester, MA. Eric is licensed to provide investment advice in Connecticut, Massachusetts, and New Hampshire. Eric has been in the financial services industry since 2003. Eric holds the Series 7, 31, and 66 securities licenses as well as the SIE. Eric also holds the Certified Financial Planner designation. Eric has experience working for State Street Global Markets, LLC and Morgan Stanley DW Inc. Eric specializes in providing financial planning, portfolio management, pension consulting, and other investment services.
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.
Guidance on pension options to ensure a secure financial future.
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.
Trust services, estate planning, tax return preparation, consultation
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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MA
08/23/2023 - Present
Mercer Global Advisors Inc. (Gloucester MA)
MA
10/04/2006 - 09/22/2016
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
MA
09/04/2003 - 09/20/2006
MORGAN STANLEY DW INC. (BOSTON MA)
BOTH
Issued 09/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/03/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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