Unclaimed
Eric Evers is an investment advisor representative with Cetera Investment Advisers LLC. Eric has been in the securities industry since July 31, 2000. Cetera Investment Advisers LLC is a registered investment advisor that provides a variety of financial services to individuals, corporations, and other entities. Eric has worked for several other firms throughout his career, including CUNA Brokerage Services, Inc., Money Concepts Capital Corp, Country Capital Management Company, and Equitrust Marketing Services, LLC. Eric is licensed in several states, including Illinois, Missouri, Texas, California, Florida, and Georgia. Eric is also a registered representative with FINRA and the Securities Investor Protection Corporation (SIPC). 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
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 02/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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