Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Steele is a financial advisor with Creativeone Securities, LLC. Eric has over 24 years of experience in the financial services industry and is a Certified Financial Planner. Eric is registered with the state of South Carolina. Eric previously worked with LPL FINANCIAL LLC, RAYMOND JAMES FINANCIAL SERVICES, INC., SUNTRUST INVESTMENT SERVICES, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Eric works with individuals, corporations, and trusts. Eric’s practice is focused on providing financial planning, investment management, and retirement planning services to his clients.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
08/04/2015 - Present
Creativeone Securities, LLC (Overland Park KS)
SC
04/23/2010 - 06/16/2015
LPL FINANCIAL LLC (GREER SC)
SC
04/15/2008 - 04/26/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREER SC)
SC
03/08/2006 - 04/15/2008
SUNTRUST INVESTMENT SERVICES, INC. (GREENVILLE SC)
IN
01/22/1999 - 03/01/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/22/1999 - 03/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 02/01/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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