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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 Cannon is a financial advisor with First Citizens Investor Services, Inc. Eric has been in the financial services industry since 2000 and is registered with the state of North Carolina. Eric holds the Series 6, 7, 63, and 65 licenses as well as the SIE. Eric is also a Certified Financial Planner. Eric has a strong track record of helping clients achieve their financial goals. Eric is committed to providing personalized financial advice to each of his clients. Eric works with individuals, families, and businesses.
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.
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.
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2
NC
06/29/2009 - Present
First Citizens Investor Services, Inc. (Hendersonville NC)
NC
03/26/2003 - 08/12/2005
RBC CENTURA SECURITIES, INC. (KANNAPOLIS NC)
NY
08/25/2000 - 02/11/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
03/31/2000 - 07/11/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 06/26/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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