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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Evers is a financial advisor currently registered with Cetera Investment Advisers LLC. Eric has been in the industry since July 31, 2000, and holds Series 6, 7, 63, and 65 licenses along with the SIE exam. Eric has been with Cetera Investment Advisers LLC since January 2014, and prior to that worked for CUNA Brokerage Services, Inc., Money Concepts Capital Corp, Country Capital Management Company, Equitrust Marketing Services, LLC, and Walnut Street Securities, Inc.. Eric provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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
IL
01/12/2023 - Present
Cetera Investment Advisers LLC (GLEN CARBON IL)
MO
02/27/2012 - 12/17/2013
CUNA BROKERAGE SERVICES, INC. (DES PERES MO)
MO
09/17/2008 - 02/10/2012
MONEY CONCEPTS CAPITAL CORP (HANNIBAL MO)
MO
01/19/2006 - 09/18/2008
COUNTRY CAPITAL MANAGEMENT COMPANY (O'FALLON MO)
IA
04/19/2001 - 12/20/2005
EQUITRUST MARKETING SERVICES, LLC (WEST DES MOINES IA)
CA
12/16/1999 - 05/24/2000
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IL
03/15/1999 - 09/01/1999
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
IA
Issued 2/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 3/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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