Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Sievert is a registered representative with Arkadios Wealth Advisors. Eric is based in Jacksonville, Florida. Eric's firm has offices in Atlanta, Georgia and Jacksonville, Florida. Prior to joining Arkadios Wealth Advisors, Eric was a registered representative with Fidelity Brokerage Services LLC in Jacksonville, Florida. Eric holds Series 7, 63, and 66 licenses and has been in the industry since 2021.
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.
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.
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FL
09/18/2023 - Present
Arkadios Wealth Advisors (Jacksonville FL)
FL
09/23/2021 - 09/01/2023
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 09/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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