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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 Brezina is a financial advisor with Fidelity Personal and Workplace Advisors. Eric has been in the financial services industry since 2000. Eric has experience in providing financial planning and investment advice to individuals, families, and businesses. Eric holds a Series 7, Series 3, Series 24, Series 63 and Series 66 license. Eric is registered to provide advisory services in 28 states.
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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2
IL
02/03/2023 - Present
Fidelity Personal AND Workplace Advisors (OAK BROOK IL)
IL
09/17/2010 - 02/28/2014
UBS SECURITIES LLC (CHICAGO IL)
IL
09/22/2008 - 06/23/2010
BARCLAYS CAPITAL INC. (CHICAGO IL)
IL
09/22/2000 - 09/22/2008
LEHMAN BROTHERS INC. (CHICAGO IL)
BOTH
Issued 09/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2011
Series 24 - General Securities Principal Examination
BC
Issued 12/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/31/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2006
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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