Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Anthony Norberg is a financial advisor with EAN Equity Financial Services LLC based in Leesburg, VA. Eric has been in the financial services industry since 1984, holding various roles with firms including Investors Security Company, Inc., FS Securities, Inc., Montgomery Equities, Inc., Mason Securities, Inc. and Capitol Securities Management, Inc. Eric has been associated with EAN Equity Financial Services LLC since January 2000. Eric has a long history of experience and holds the Series 7 and Series 65 licenses. 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.
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
VA
06/04/2014 - Present
EAN Equity Financial Services LLC (LEESBURG VA)
MD
07/22/2010 - 02/18/2011
CAPITOL SECURITIES MANAGEMENT, INC. (MILLERSVILLE MD)
VA
02/15/2002 - 04/21/2003
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
VA
02/02/1996 - 03/22/2000
MASON SECURITIES, INC. (RESTON VA)
NA
09/09/1987 - 12/31/1990
MONTGOMERY EQUITIES, INC.
NA
06/11/1985 - 09/24/1987
FS SECURITIES, INC.
NA
08/21/1984 - 06/17/1985
INVESTORS SECURITY COMPANY, INC.
BC
Issued 08/17/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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