Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Ferry is a financial professional with over 16 years of experience in the industry. Eric is a CERTIFIED FINANCIAL PLANNER™ professional. Eric is currently registered with Next Financial Group, Inc. and has been with the firm since May of 2013. Prior to joining Next Financial Group, Inc., Eric was employed with AXA ADVISORS, LLC from September 2006 to May 2013. Eric holds Series 66, Series 7 and SIE licenses and has held registrations in 15 states. Eric has a proven track record of providing financial planning and investment advice to individuals, families, and businesses. Eric is committed to helping clients achieve their financial goals.
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.
Seminar/workshop attendance fees
1
2
NY
10/06/2017 - Present
Next Financial Group, Inc. (Dunkirk NY)
NY
09/06/2006 - 05/24/2013
AXA ADVISORS, LLC (WESTFIELD NY)
BOTH
Issued 09/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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