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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 Orlando Rivera Bonilla is a financial advisor with Cetera Investment Advisers LLC. Eric has been in the financial services industry for over 30 years. Eric holds Series 6, 7, 8, 9, 10, 24, 63 and 65 licenses. Eric is a Chartered Financial Consultant. Eric has experience with a variety of firms, including Fidelity Brokerage Services LLC, Allstate Financial Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BB&T Investment Services, Inc., CUSO Financial Services, L.P., CUNA Brokerage Services, Inc., Amsouth Investment Services, Inc., Charles Schwab & Co., Inc., Popular Securities, Inc., Securities Management & Research, Inc., Waddell & Reed, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, and The Stuart-James Company, Incorporated.
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.
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2
FL
07/01/2022 - Present
Cetera Investment Advisers LLC (ORLANDO FL)
FL
06/27/2021 - 06/03/2022
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
10/02/2017 - 05/26/2021
ALLSTATE FINANCIAL SERVICES, LLC (FERN PARK FL)
FL
11/29/2016 - 10/03/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (APOPKA FL)
FL
08/04/2015 - 11/16/2016
BB&T INVESTMENT SERVICES, INC. (EUSTIS FL)
FL
12/11/2009 - 08/03/2015
CUSO FINANCIAL SERVICES, L.P. (ORLANDO FL)
FL
08/11/2005 - 11/06/2009
CUNA BROKERAGE SERVICES, INC. (OCALA FL)
AL
08/24/2004 - 07/29/2005
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
TX
05/13/2004 - 07/16/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
PR
07/03/2001 - 02/06/2004
POPULAR SECURITIES, INC. (SAN JUAN PR)
TX
06/24/1993 - 07/13/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
07/19/1991 - 07/02/1993
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
KS
02/05/1993 - 02/26/1993
WADDELL & REED, INC. (OVERLAND PARK KS)
MA
07/25/1990 - 07/01/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/25/1990 - 07/01/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CO
11/20/1989 - 03/17/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 12/16/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/6/2001
Series 24 - General Securities Principal Examination
BC
Issued 7/21/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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