Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Callahan is a financial advisor with Momentum Independent Network Inc. and Hilltop Securities Inc. Eric has been in the industry since 2011 and is licensed in Oklahoma and Texas. Eric has a Series 7, 63, and 66 license as well as the SIE. Eric has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Eric specializes in financial planning, portfolio management, and educational seminars. Eric is passionate about helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
12b-1 fees
1
2
TX
07/31/2024 - Present
Momentum Independent Network Inc. (DALLAS TX)
TX
08/31/2023 - 01/05/2024
J.P. MORGAN SECURITIES LLC (CARROLLTON TX)
TX
10/17/2011 - 03/10/2023
FIDELITY BROKERAGE SERVICES LLC (PLANO TX)
TX
04/13/2011 - 08/19/2011
AXA ADVISORS, LLC (FORT WORTH TX)
BOTH
Issued 11/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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