Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Bishop is a financial advisor who has been in the industry since December 2007. Eric is currently registered with LPL Financial LLC and has been with the firm since June 2021. Prior to that, Eric was registered with M&T Securities, Inc. Eric is licensed to sell securities in New York and has passed the Series 6, Series 63, and SIE exams. Eric specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Eric is located in DeWitt, New York.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/09/2021 - Present
LPL Financial LLC (DEWITT NY)
NY
12/20/2007 - 06/09/2021
M&T SECURITIES, INC. (DEWITT NY)
BC
Issued 01/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Bishop is the right advisor for you? Invested Better is here to help.
