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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 D. Gilroy is a financial advisor with Cambridge Investment Research Advisors, Inc., with over 17 years of experience in the financial services industry. He has a wide range of experience working with clients in various states and specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations. Eric D. Gilroy is also an independent insurance agent and holds various licenses, including Series 6, Series 7, Series 63, and Series 66, allowing him to provide a comprehensive range of financial services to clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
04/18/2018 - Present
Cambridge Investment Research Advisors, Inc. (Harrisburg PA)
PA
09/07/2011 - 04/25/2018
NATIONWIDE SECURITIES, LLC (MILLERSVILLE PA)
PA
07/26/2007 - 09/06/2011
M&T SECURITIES, INC. (MECHANICSBURG PA)
PA
11/15/2006 - 06/18/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HARRISBURG PA)
BOTH
Issued 08/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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