Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Birney is a financial professional registered with Cambridge Investment Research, Inc. Eric has a broad range of experience in the financial services industry, having worked with multiple firms over the years. Eric has also earned the Series 7, Series 3, Series 99TO, and SIE licenses. The individual has been active in the industry since 2013 and has previously held roles with Northwestern Mutual Investment Services, LLC, FSC Securities Corporation, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Triad Advisors LLC, Woodbury Financial Services, Inc., Securities America, Inc., First Command Financial Planning, Inc., Charles Schwab & Co., Inc., TD Ameritrade, Inc., and Ameritrade, Inc.
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.
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.
1
2
NC
08/14/2024 - Present
Cambridge Investment Research, Inc. (Charlotte NC)
WI
11/04/2022 - 01/19/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)
GA
05/21/2021 - 06/18/2021
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
05/21/2021 - 06/18/2021
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
05/21/2021 - 06/18/2021
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
05/21/2021 - 06/18/2021
TRIAD ADVISORS LLC (ATLANTA GA)
MN
05/21/2021 - 06/18/2021
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NE
05/28/2013 - 06/18/2021
SECURITIES AMERICA, INC. (Omaha NE)
TX
10/14/2011 - 04/12/2012
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
TX
04/10/2008 - 07/28/2008
CHARLES SCHWAB & CO., INC. (PLANO TX)
NE
04/22/2006 - 02/21/2008
TD AMERITRADE, INC. (BELLEVUE NE)
NE
10/07/2005 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
BOTH
Issued 03/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2009
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
Not sure Eric Birney is the right advisor for you? Invested Better is here to help.
