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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Reataza is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. Eric has been in the securities industry for over 20 years. He is a Certified Financial Planner and a Chartered Financial Consultant. Eric has a variety of registrations across multiple states including Arizona, California, and Texas. Eric is registered with the FINRA and is a member of Cambridge Investment Research Advisors, Inc. He has experience working with individuals, families, and businesses to help them achieve their financial goals. Eric is committed to providing his clients with personalized financial advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
AZ
01/02/2019 - Present
Cambridge Investment Research Advisors, Inc. (Chandler AZ)
AZ
08/01/2008 - 07/19/2010
NATIONWIDE SECURITIES, LLC (PHOENIX AZ)
AZ
11/03/2004 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (PHOENIX AZ)
FL
03/02/2004 - 10/18/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
10/19/1999 - 03/08/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
01/22/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
IA
Issued 06/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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