Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Charles Eberth is a financial advisor who has been working in the industry since August 30, 2012. Eric is currently registered with Equity Services, Inc. and is based out of Roanoke, VA. Eric offers a range of financial services to clients, including financial planning, pension consulting, educational seminars, and portfolio management for individuals. Eric is also a Registered Representative with FINRA and a Registered Investment Advisor in Virginia.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
02/20/2024 - Present
Equity Services, Inc. (ROANOKE VA)
NY
02/10/2022 - 11/02/2023
AMERIVET SECURITIES, INC. (New York NY)
VA
06/16/2021 - 01/04/2022
NYLIFE SECURITIES LLC (ROANOKE VA)
CA
02/23/2021 - 05/14/2021
TRANSAMERICA FINANCIAL ADVISORS, INC (SAN FRANCISCO CA)
CA
09/30/2010 - 08/15/2019
DREXEL HAMILTON, LLC (Sacramento CA)
IA
Issued 02/20/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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