Unclaimed
Eric Joseph Wyer is an investment advisor representative at Voya Financial Advisors, Inc., and Voya Retirement Advisors, LLC. Eric has been in the financial services industry since 2003. He has a Series 6, 7, 63, and 65 license. Eric provides financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Eric is registered in Nevada. He previously worked at CUNA Brokerage Services, Inc., ING Financial Partners, Inc., ING Financial Advisors, LLC, Morgan Stanley & Co. Incorporated, Dreyfus Service Corporation, AXA Advisors, LLC, and First Investors Corporation.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NV
02/17/2016 - Present
Voya Financial Advisors, Inc. (CARSON CITY NV)
NV
03/07/2014 - 12/26/2014
CUNA BROKERAGE SERVICES, INC. (LAS VEGAS NV)
NV
01/03/2011 - 02/18/2014
ING FINANCIAL PARTNERS, INC. (NORTH LAS VEGAS NV)
NV
09/19/2008 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (LAS VEGAS NV)
NV
07/02/2008 - 08/04/2008
MORGAN STANLEY & CO. INCORPORATED (HENDERSON NV)
NY
06/11/2004 - 03/05/2007
DREYFUS SERVICE CORPORATION (UNIONDALE NY)
NY
01/11/2002 - 01/06/2004
AXA ADVISORS, LLC (NEW YORK NY)
NJ
07/03/2001 - 08/24/2001
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 05/01/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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