Unclaimed
Eric Barnes is a financial advisor at Cetera Investment Advisers LLC. He has been in the financial industry since 2008 and has a wide range of experience working with individuals, families, businesses, and retirement plans. He is registered in 24 states and holds several licenses, including Series 6, 7, 26, 63, and 66. Eric is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
MI
06/29/2023 - Present
Cetera Investment Advisers LLC (PINCKNEY MI)
MI
04/22/2008 - 05/24/2013
FIRST INVESTORS CORPORATION (SOUTHFIELD MI)
BOTH
Issued 07/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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