Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric McCormick is a financial advisor with over 25 years of experience in the industry. Eric is registered with Fidelity Personal And Workplace Advisors and has previously been registered with TD Waterhouse Investor Services, Inc., Gruntal & Co. Incorporated and GKN Securities Corp. Eric holds Series 63, Series 66, Series 7, Series 8, Series 9, Series 10, Series 24, and SIE licenses. Eric's specializations include portfolio management for individuals, portfolio management for businesses, and financial planning.
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.
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.
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
CA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (DANVILLE CA)
NE
01/19/1996 - 03/03/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
10/14/1995 - 02/10/1996
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
05/25/1995 - 09/28/1995
GKN SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 06/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 06/06/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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