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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 Menickella is an investment advisor representative with Cetera Investment Advisers LLC. Eric has been in the financial services industry since 1998. Eric has passed the Series 6, Series 63, Series 65 and SIE exams. Eric has previously been registered with VOYA FINANCIAL ADVISORS, INC., TFS SECURITIES, INC., and ALLSTATE FINANCIAL SERVICES, LLC. Eric's current registrations are with Cetera Investment Advisers LLC in Florida and Pennsylvania. Eric is also a managing partner of Independence Financial Planning, LLC.
JACKSONVILLE, FL
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.
1
2
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (JACKSONVILLE FL)
PA
09/09/2014 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Denver PA)
NJ
11/08/2004 - 09/09/2014
TFS SECURITIES, INC. (LINCROFT NJ)
NE
09/24/2004 - 11/01/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NJ
08/03/1998 - 09/10/2004
TFS SECURITIES, INC. (LINCROFT NJ)
IA
Issued 2/8/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/31/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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