Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Gerard Bertz has been in the financial industry since June 11, 1989. Eric Bertz is currently registered with Equitable Advisors, LLC and has been registered with this firm since August 20, 2024. Previously, Eric Bertz was associated with Osaic FA, INC., The Lincoln National Life Insurance Company, Cigna Financial Advisors,Inc., Compass Securities Corporation, LINSCO/PRIVATE LEDGER CORP. and LINSCO FINANCIAL GROUP, INC. Eric Bertz is a Series 6, 7, 22, 63 and 66 licensed financial professional.
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.
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2
MA
09/12/2024 - Present
Equitable Advisors, LLC (WELLESLEY MA)
MA
06/01/1998 - 08/20/2024
OSAIC FA, INC. (BOSTON MA)
IN
10/02/2001 - 05/04/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
11/04/1994 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
MA
05/24/1990 - 07/01/1991
COMPASS SECURITIES CORPORATION (BRAINTREE MA)
SC
12/16/1989 - 05/08/1990
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
06/30/1988 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
01/08/1986 - 06/14/1988
CIGNA SECURITIES, INC.
BOTH
Issued 04/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/10/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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