Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Shapiro is a financial advisor at Sagespring Wealth Partners, a firm based in Franklin, TN. Eric has been a financial advisor since 2015 and has been registered with FINRA and the SEC for 8 years. He holds a Series 66 license and a Series 7 license, which allows him to offer investment advice to clients in several states. Eric has a strong track record of success in helping clients achieve their financial goals. He is also a member of several industry organizations, including the National Association of Personal Financial Advisors (NAPFA).
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.
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
NE
06/03/2019 - Present
Sagespring Wealth Partners (Omaha NE)
BOTH
Issued 11/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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