Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Ganeles is a financial advisor with Creative Planning. Eric has been in the financial industry for over 35 years. He has a wide range of experience, including working with Fidelity Brokerage Services LLC for over 12 years. Eric has passed several industry exams, including Series 63, 65, 66, 7 and 8. Eric specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations.
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.
1
2
MA
07/06/2022 - Present
Creative Planning (Southborough MA)
MA
02/02/2005 - 06/02/2017
FIDELITY BROKERAGE SERVICES LLC (FRAMINGHAM MA)
RI
03/07/1990 - 11/29/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
04/18/1984 - 08/28/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
BOTH
Issued 02/23/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Eric Ganeles is the right advisor for you? Invested Better is here to help.
