Unclaimed
Eric Kerssen is an investment advisor representative with Cetera Investment Advisers LLC. Eric has been in the financial services industry since 1986. Eric has a total of 13 state licenses and is registered as an investment advisor representative with the state of New Jersey. Eric is licensed to offer financial planning, educational seminars, pension consulting, and portfolio management services. Eric is also a music ministry director at Hamburg Baptist Church.
WEST MILFORD, NJ
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
NJ
03/31/2015 - Present
Cetera Investment Advisers LLC (WEST MILFORD NJ)
NJ
10/13/1986 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
BOTH
Issued 12/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/8/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/9/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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