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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 Sorenson is an Investment Advisor Representative with Cetera Investment Advisers LLC. Eric is a highly experienced financial professional with over 15 years in the industry. Eric has a proven track record of providing exceptional client service and customized financial planning solutions to meet diverse needs. His areas of expertise include investment planning, retirement planning, and estate planning. Eric is committed to building long-term relationships with clients and providing them with the guidance and support they need to achieve their financial goals. Eric is licensed in Alabama, Florida, Louisiana, Mississippi, and Texas. Eric has previously worked with Hancock Whitney Investment Services Inc. and Chase Investment Services Corp.
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
LA
08/10/2022 - Present
Cetera Investment Advisers LLC (NEW ORLEANS LA)
LA
02/07/2013 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (NEW ORLEANS LA)
LA
03/27/2007 - 07/03/2012
CHASE INVESTMENT SERVICES CORP. (LAFAYETTE LA)
BOTH
Issued 06/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/09/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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