Unclaimed
Eric Chambers is a financial advisor with over 23 years of experience in the industry. Eric has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since February of 2002. Prior to that, Eric was registered with Fidelity Brokerage Services LLC, MetLife Securities Inc. and Metropolitan Life Insurance Company. Eric holds Series 6, 7, 9, 10, 63 and 66 securities licenses. Eric has a strong track record of helping clients achieve their financial goals. Eric is committed to providing personalized advice and service to all of clients. Eric is also an active member of the community.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
07/22/2004 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
RI
09/24/1999 - 11/01/2000
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
03/17/1993 - 09/30/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/17/1993 - 09/30/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 03/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/26/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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