Unclaimed
Eric Burrell is a financial advisor with Fidelity Brokerage Services LLC. Eric has been in the industry since 2020. Eric is registered with FINRA and is a registered representative in 53 states. Eric has passed the Series 7TO, Series 63, and SIE exams. Prior to joining Fidelity Brokerage Services LLC, Eric was an advisor at Purshe Kaplan Sterling Investments.
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.
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RI
09/30/2021 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
TX
09/22/2020 - 07/22/2021
PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)
BC
Issued 06/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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