Unclaimed
Eric Sterner is a financial advisor with Apollon Wealth Management, LLC. He has been in the industry for over 20 years and has experience in financial planning, portfolio management, and pension consulting. Eric holds the Series 7, Series 63, Series 24, Series 4, and Series 8 licenses. He is also a Chartered Financial Analyst.
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.
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.
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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2
NJ
11/09/2022 - Present
Apollon Wealth Management, LLC (MARTINSVILLE NJ)
CA
11/19/2010 - 03/22/2013
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NJ
05/03/2004 - 03/22/2013
METLIFE SECURITIES INC. (SOMERSET NJ)
NJ
05/03/2004 - 03/22/2013
NEW ENGLAND SECURITIES (SOMERSET NJ)
NJ
05/03/2004 - 03/22/2013
WALNUT STREET SECURITIES, INC. (SOMERSET NJ)
NJ
05/03/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ISELIN NJ)
MA
06/25/2002 - 11/12/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
RI
10/31/1997 - 06/30/2000
SURETRADE INC. (LINCOLN RI)
NY
09/29/1997 - 11/18/1997
QUICK & REILLY, INC. (NEW YORK NY)
NE
09/18/1995 - 09/05/1997
WATERHOUSE SECURITIES, INC. (OMAHA NE)
NY
06/14/1995 - 08/03/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 04/08/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/1998
Series 24 - General Securities Principal Examination
BC
Issued 06/25/1997
Series 4 - Registered Options Principal Examination
BC
Issued 12/26/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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