Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Cantwell is a financial advisor with Charles Schwab & CO., Inc. Eric has been in the industry since 2018 and is registered with FINRA and the state of Florida. Eric has a Series 7, Series 66 and SIE license. Eric has previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Eric is also a licensed real estate agent and owns rental property. Eric specializes in financial planning and provides other advisory services.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
FL
07/30/2020 - Present
Charles Schwab & CO., Inc. (West Palm Beach FL)
FL
12/12/2018 - 07/06/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JUPITER FL)
BOTH
Issued 01/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/26/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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