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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 Christopher Weiss is a financial advisor at Fidelity Personal And Workplace Advisors in West Hartford, CT. Eric has been in the financial services industry since 2003. Eric is a Certified Financial Planner™ professional, and has a Series 6, 7, 63, and 66, and SIE securities licenses. Eric is registered with the state of Connecticut as an Investment Advisor Representative. In addition to working at Fidelity Personal And Workplace Advisors, Eric has also worked at TD Ameritrade, Inc., Lincoln Financial Advisors Corporation, and Prudential Investment Management Services LLC.
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.
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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2
CT
01/09/2023 - Present
Fidelity Personal AND Workplace Advisors (WEST HARTFORD CT)
CO
04/04/2022 - 10/17/2022
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
NJ
07/29/2021 - 04/04/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
CT
10/13/2016 - 01/11/2021
TD AMERITRADE, INC. (WEST HARTFORD CT)
CT
04/22/2010 - 05/31/2012
OHANESIAN / LECOURS, INC. (WEST HARTFORD CT)
CT
09/07/2006 - 02/10/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (UNIONVILLE CT)
CT
02/25/2005 - 09/12/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (NEWINGTON CT)
IN
02/25/2005 - 03/30/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
04/11/2002 - 02/14/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
CT
07/31/2000 - 03/28/2002
BANNON, OHANESIAN & LECOURS, INC. (WEST HARTFORD CT)
BOTH
Issued 10/25/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/29/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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