Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Fields is an active Investment Advisor Representative registered in Illinois and Florida. Eric has been in the industry for over 28 years. Eric is currently registered with Newbridge Financial Services Group, Inc. Eric Fields has worked for two firms previously: Chicago Investment Group, LLC and H&R Block Financial Advisors, Inc. Eric Fields has experience in various financial areas such as Financial Planning, Portfolio Management for Businesses, and Portfolio Management for Individuals. Eric Fields has passed the Series 63, Series 65, Series 7, and Series 8 exams.
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.
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.
Promoter fees
1
2
FL
07/06/2010 - Present
Newbridge Financial Services Group, Inc. (BOCA RATON FL)
IL
08/04/2006 - 07/07/2010
CHICAGO INVESTMENT GROUP, LLC (CHICAGO IL)
IL
10/05/1994 - 08/09/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (NORTHBROOK IL)
IA
Issued 02/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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