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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 Gibbs is a financial advisor at Fidelity Personal And Workplace Advisors. He has been working in the financial industry for over 20 years and has experience with a variety of financial products and services. Eric holds a number of licenses and designations, including the Series 6, 7, 24, 31, 63, and 65 licenses, as well as the SIE exam certification. His previous employers include VOYA FINANCIAL ADVISORS, INC., ING FINANCIAL ADVISERS, LLC, and PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC. Eric is registered to provide investment advice in a variety of states including Alabama, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Maine, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Rhode Island, South Carolina, Tennessee, Texas, Vermont, and Virginia.
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.
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
CT
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (WEST HARTFORD CT)
CT
12/15/2011 - 02/09/2018
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
04/17/2009 - 12/15/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
04/30/2008 - 04/09/2009
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)
CA
02/19/2004 - 04/22/2008
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CT
12/19/2002 - 09/09/2003
INFINEX INVESTMENTS, INC. (MERIDEN CT)
MA
06/11/2001 - 12/16/2002
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
CT
03/30/1999 - 04/03/2001
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
NC
06/24/1998 - 04/28/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
02/26/1997 - 04/15/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
07/10/1996 - 09/19/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 05/24/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 03/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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