Unclaimed
Eric Burr is a financial advisor with Ameriprise Financial Services, LLC, who has been in the industry since 2013. Eric is registered with FINRA and has a Series 7 and Series 66 license. Eric is also registered as an investment advisor in several states, including Colorado, Nebraska, South Carolina and Texas. Eric offers a variety of financial services, including asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Eric has experience working with clients in the insurance industry.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
CO
10/07/2020 - Present
Ameriprise Financial Services, LLC (Lyons CO)
NE
05/23/2013 - 11/17/2017
SII INVESTMENTS, INC. (KEARNEY NE)
BOTH
Issued 10/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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