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 McConnell is a financial professional with over 18 years of experience in the financial services industry. Eric is registered with Cambridge Investment Research Advisors, Inc. in Fairfield, Iowa. Eric has a strong background in providing financial planning services to individuals and businesses. Eric also has experience in portfolio management, and investment advisory services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
11/09/2015 - Present
Cambridge Investment Research Advisors, Inc. (FAIRFIELD IA)
GA
02/01/2007 - 05/19/2014
FSC SECURITIES CORPORATION (ATLANTA GA)
TN
12/14/2004 - 09/12/2006
AMERIPRISE FINANCIAL SERVICES, INC. (CHATTANOOGA TN)
MN
12/14/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2008
Series 4 - Registered Options Principal Examination
BC
Issued 12/04/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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