Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Foley is a financial professional with over 15 years of experience in the financial services industry. Eric is a registered representative of Santander Securities LLC and is licensed to offer securities and investment advisory services in all 50 states. He has a strong background in financial planning and portfolio management, and is committed to providing personalized financial advice to individuals and families. Eric has held previous roles at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and CCO INVESTMENT SERVICES CORP. Eric holds Series 6, 7, 24, 26, 63 and 66 securities licenses and is a CERTIFIED FINANCIAL PLANNER™.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
06/09/2020 - Present
Santander Securities LLC (Boston MA)
MA
01/15/2015 - 04/25/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BRAINTREE MA)
MA
02/21/2012 - 12/19/2014
CCO INVESTMENT SERVICES CORP. (DEDHAM MA)
MA
04/08/2008 - 12/31/2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 06/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/04/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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