Unclaimed
Eric Strickland is a financial advisor in Melbourne, Florida. Eric has been in the financial services industry since April 1994. He is currently registered with Cadaret, Grant & CO., Inc. in Melbourne, Florida and Baldwinsville, New York. He is also registered as an investment advisor representative with Cadaret, Grant & CO., Inc. in Florida and New York. Eric has passed the Uniform Securities Agent State Law Examination, General Securities Representative Examination, Investment Company Products/Variable Contracts Representative Examination, and Securities Industry Essentials Examination. Eric is also a Certified Financial Planner and a Chartered Financial Consultant.
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.
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.
1
2
FL
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (MELBOURNE FL)
MA
04/20/1994 - 02/22/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 04/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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