Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Matthew Cornell is a financial advisor with over 20 years of experience in the industry. Eric is currently registered with Raymond James Financial Services Advisors, Inc, and has been with the firm since July 2021. Eric is also the CEO of Helius Wealth Management and The Cornell Group. Eric holds Series 7, 9, 10, 31, 66 and SIE licenses and is also a Certified Financial Planner. Eric has extensive experience working with a wide variety of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
07/30/2021 - Present
Raymond James Financial Services Advisors, Inc. (Palm Beach Gardens FL)
FL
03/21/2001 - 08/04/2021
AMERIPRISE FINANCIAL SERVICES, LLC (PALM BEACH GARDENS FL)
MN
03/21/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 3/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/17/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/1/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 2/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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