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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 Gregory Moore is a financial advisor with over 25 years of experience. Eric is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Eric has been active in the financial industry since 1997. Eric holds Series 63, Series 65, Series 7 and Series 24 licenses. Eric is registered to provide investment advisory services in New York and Texas. Eric provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Eric is a President at Merrick Planning Group LLC and Merrick Financial Group LLC.
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.
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
NY
07/27/2023 - Present
Kestra Advisory Services, LLC (Merrick NY)
NY
03/22/2006 - 03/01/2018
LPL FINANCIAL LLC (MERRICK NY)
NY
08/04/2000 - 03/28/2006
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
09/30/1998 - 08/08/2000
MASON HILL & CO., INC. (NEW YORK NY)
NY
06/26/1997 - 06/12/1998
GAINES, BERLAND INC. (BETHPAGE NY)
IA
Issued 06/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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