Unclaimed
Eric Savage is a financial advisor at Cetera Investment Advisers LLC with 21 years of experience in the industry. Eric is a registered Investment Advisor in New York, Texas, and Utah and is also a registered broker in Arizona, California, Connecticut, Delaware, Florida, Georgia, Maryland, New Jersey, New York, North Carolina, Pennsylvania, Puerto Rico, South Carolina, Texas, and Utah. Eric has earned the Series 6, 7, 63, and 65 licenses. Eric has worked at several firms including Foresters Financial Services, Inc., NYLIFE Securities Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Eric holds a Series 65 license and provides financial planning, pension consulting, and educational seminars to his clients.
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
NY
08/11/2021 - Present
Cetera Investment Advisers LLC (PEARL RIVER NY)
NY
12/10/2003 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (Pearl River NY)
NY
10/22/2002 - 09/12/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
06/19/2002 - 09/16/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/19/2002 - 09/16/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 5/9/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/2/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 6/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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