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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 J. Schulman is a financial advisor with Cetera Investment Advisers LLC. Eric has been in the financial services industry since 2001. Prior to Cetera Investment Advisers LLC, Eric worked at VOYA FINANCIAL ADVISORS, INC., CITIGROUP GLOBAL MARKETS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Eric holds the Series 7 and Series 66 licenses. Eric specializes in providing financial planning, portfolio management, and pension consulting services. Cetera Investment Advisers LLC offers a variety of investment products and services to individuals, businesses, and institutions. The firm has a long history of providing personalized financial advice to clients.
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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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 01/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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