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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Roberts is a financial advisor at Cetera Investment Advisers LLC. He has over 20 years of experience in the financial services industry, specializing in financial planning, portfolio management for individuals and businesses, and pension consulting. Eric Roberts is a Certified Financial Planner and holds the Series 7, Series 63, and SIE licenses. He is registered with the state of Louisiana and Texas as an investment advisor representative. Eric Roberts is committed to helping his clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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LA
06/29/2023 - Present
Cetera Investment Advisers LLC (BATON ROUGE LA)
LA
01/12/2006 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (BATON ROUGE LA)
RI
03/29/2001 - 09/06/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 4/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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