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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 Delaney is a financial advisor with over 25 years of experience in the financial services industry. Eric is currently registered with LPL Financial LLC in both New Jersey and North Carolina and is a Certified Financial Planner. Eric has a wide range of experience with various firms, including Wells Fargo Advisors, LLC, First Union Brokerage Services, Inc., EQ Financial Consultants, Inc., and The Equitable Life Assurance Society of the United States. Eric offers a variety of services, including financial planning, portfolio management, and consulting.
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.
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2
NC
11/04/2024 - Present
LPL Financial LLC (Raleigh NC)
NJ
10/01/2000 - 02/12/2010
WELLS FARGO ADVISORS, LLC (TENAFLY NJ)
NC
11/10/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
07/11/1997 - 09/30/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
07/11/1997 - 09/30/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
CA
05/28/1997 - 08/13/1997
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BOTH
Issued 03/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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