Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Furstner is a financial advisor with Fountainhead Advisors, a firm based in Warren, NJ. Eric is a Certified Financial Planner™ and Chartered Financial Consultant and has been in the financial industry for over 20 years. Eric's specialties include financial planning, retirement planning, and portfolio management. Eric has a deep understanding of the financial markets and a commitment to providing personalized financial advice to individuals and families. Eric holds Series 6, 7, 63, and 65 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
09/07/2018 - Present
Fountainhead Advisors (Danville CA)
CA
07/01/1999 - 09/11/2018
MML INVESTORS SERVICES, LLC (WALNUT CREEK CA)
NA
06/07/1999 - 06/29/1999
MML INVESTORS SERVICES, INC.
NY
01/02/1998 - 06/07/1999
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
06/09/1997 - 01/02/1998
AIG EQUITY SALES CORP. (NEW YORK NY)
MA
06/19/1987 - 06/04/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
IA
Issued 05/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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