Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Vartanian is a financial advisor with Oneascent Financial Services LLC and is registered with the state of New Jersey as an Investment Advisor Representative. Eric has been in the financial services industry for over five years. Eric is a Certified Financial Planner and holds Series 7 and 66 licenses as well as the SIE exam. Eric has experience working with individuals, corporations, businesses, high net worth individuals, trusts, and pensions. Eric is also licensed to sell fixed insurance. Previously Eric was employed at Fidelity Brokerage Services LLC and Cetera Advisor Networks LLC. Eric is committed to helping clients reach their financial goals.
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
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
AL
10/19/2020 - Present
Oneascent Financial Services LLC (BIRMINGHAM AL)
NJ
05/29/2018 - 09/18/2020
FIDELITY BROKERAGE SERVICES LLC (MORRISTOWN NJ)
NJ
09/15/2017 - 04/30/2018
CETERA ADVISOR NETWORKS LLC (WYCKOFF NJ)
BOTH
Issued 03/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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