Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Fallon is a financial advisor with over 30 years of experience in the industry. He currently works at Ameriprise Financial Services, LLC and has held a number of positions at several financial institutions. Eric is registered to offer financial advice in 26 states and is licensed to sell securities in 25 states. Eric is a Series 6, 7, and 63 licensed financial advisor and holds the SIE certification. Eric specializes in providing financial services for individuals, high-net-worth individuals, trusts/estates, corporations, pension and profit sharing plans and charitable organizations.
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.
Asset allocation services
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
MA
03/08/2024 - Present
Ameriprise Financial Services, LLC (Auburndale MA)
NY
10/28/1998 - 06/05/2013
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
MA
03/27/1992 - 07/30/1998
VISTA FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
05/10/1989 - 01/09/1992
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NA
03/04/1988 - 05/10/1989
THE PIONEER GROUP, INC.
BC
Issued 06/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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