Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Delonge Pettis has been in the financial industry since 1984. Eric is currently registered with Cambridge Investment Research Advisors, Inc. Eric is also registered with the following states: Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Prior to joining Cambridge Investment Research Advisors, Inc. Eric was registered with ING FINANCIAL PARTNERS, INC., LOCUST STREET SECURITIES, INC., NEW ENGLAND SECURITIES, and PML SECURITIES COMPANY. Eric specializes in providing financial planning, pension consulting, educational seminars, market timing services, and selection of other advisers. Eric also offers portfolio management for businesses and individuals.
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
01/04/2016 - Present
Cambridge Investment Research Advisors, Inc. (HARRISBURG PA)
PA
01/01/2004 - 12/31/2009
ING FINANCIAL PARTNERS, INC. (LIVERPOOL PA)
IA
09/14/1995 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NA
07/12/1995 - 08/03/1995
LOCUST STREET SECURITIES, INC.
NY
10/11/1984 - 07/13/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
01/25/1984 - 10/29/1984
PML SECURITIES COMPANY
BOTH
Issued 02/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/24/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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