Unclaimed
Eric J. Schulman is a financial advisor with over 20 years of experience in the industry. Eric is currently registered with Cetera Investment Advisers LLC and holds Series 7 and 66 licenses. Eric has previously held positions with VOYA FINANCIAL ADVISORS, INC., CITIGROUP GLOBAL MARKETS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Eric provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Eric is also a licensed insurance agent.
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
CT
06/29/2023 - Present
Cetera Investment Advisers LLC (AVON CT)
CT
08/21/2006 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (AVON CT)
CT
09/12/2003 - 08/25/2006
CITIGROUP GLOBAL MARKETS INC. (WEST HARTFORD CT)
NY
11/21/2001 - 09/08/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 1/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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