Unclaimed
Eric Freckman is a financial advisor registered with Private Advisor Group, LLC. He is also a Certified Financial Planner. Eric is based in PALATINE, IL. Eric has been in the financial services industry since 1999. His previous experience includes working at LPL Financial LLC and Cambridge Investment Research, Inc.. Eric is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). He is also registered as an investment advisor in Illinois and Texas.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
IL
09/10/2015 - Present
Private Advisor Group, LLC (PALATINE IL)
IL
07/19/2000 - 12/02/2022
LPL FINANCIAL LLC (PALATINE IL)
IA
05/19/2000 - 05/19/2000
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
IA
Issued 12/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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