Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Cedor is an investment advisor representative with Creative Planning, a firm that manages over $175 billion in assets. Eric is also a Chartered Financial Consultant (ChFC). Eric's experience spans multiple firms including Park Avenue Securities, Valley National Investments, and BancWest Investment Services. He has over 20 years of experience in the financial services industry and is registered in Ohio. Eric's areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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
KS
02/15/2024 - Present
Creative Planning (OVERLAND PARK KS)
NY
07/22/2021 - 02/21/2024
PARK AVENUE SECURITIES LLC (NEW YORK NY)
PA
01/15/2019 - 06/23/2021
VALLEY NATIONAL INVESTMENTS, INC. (BETHLEHEM PA)
PA
01/16/2018 - 01/02/2019
PARK AVENUE SECURITIES LLC (BETHLEHEM PA)
CA
06/29/2016 - 01/26/2017
BANCWEST INVESTMENT SERVICES, INC. (PINOLE CA)
CA
04/09/2015 - 06/16/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN RAMON CA)
BOTH
Issued 06/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Eric Cedor is the right advisor for you? Invested Better is here to help.
