Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Moreira is a financial advisor with Ameriprise Financial Services, LLC. Eric has been in the industry since 2012. Eric holds a Series 63, Series 65, and Series 7 license. Eric is a registered representative in Connecticut. Eric has experience working with individuals, high net worth individuals, corporations, trusts, and charitable organizations.
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.
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CT
11/29/2023 - Present
Ameriprise Financial Services, LLC (Old Saybrook CT)
CT
11/05/2021 - 11/17/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Mystic CT)
CT
05/01/2018 - 11/08/2021
CITIZENS SECURITIES, INC. (EAST LYME CT)
CT
09/16/2013 - 04/26/2018
ESSEX FINANCIAL SERVICES, INC. (SOUTHPORT CT)
MA
05/07/2013 - 08/30/2013
SANTANDER SECURITIES LLC (WILMINGTON MA)
NH
02/20/2012 - 12/19/2012
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
IA
Issued 06/11/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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