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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 Bergstrom is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Stoneham, MA. Eric has over 20 years of experience in the financial services industry. Prior to joining Raymond James, Eric was a financial advisor with Morgan Stanley for ten years. Eric has a strong understanding of the financial markets and a commitment to providing his clients with personalized financial advice. Eric specializes in providing financial planning, portfolio management, and investment advisory services to individuals and families. Eric also has experience working with businesses, charities, and retirement plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MA
08/27/2019 - Present
Raymond James Financial Services Advisors, Inc. (STONEHAM MA)
MA
06/01/2009 - 08/16/2019
MORGAN STANLEY (MIDDLETON MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MIDDLETON MA)
MA
08/10/2004 - 04/02/2007
MORGAN STANLEY DW INC. (MANCHESTER BY THE SEA MA)
RI
06/18/2004 - 07/07/2004
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
NY
08/20/2003 - 06/17/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
03/13/2001 - 07/17/2003
CDC IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. (BOSTON MA)
MA
03/19/1999 - 03/12/2001
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
RI
03/19/1998 - 02/26/1999
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 09/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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