Unclaimed
Eric Savage is a financial advisor with Cetera Investment Advisers LLC. Eric has been in the financial services industry since 2002. Eric is registered as a Registered Representative and an Investment Advisor Representative with Cetera Investment Advisers LLC. Eric is also registered as an Investment Advisor Representative in Texas, New York, and Utah. Eric's firm has offices in Pearl River, NY, and Ivins, UT. Eric offers financial planning, portfolio management, and other financial services to individuals, businesses, and retirement plans.
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.
1
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 05/09/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Savage is the right advisor for you? Invested Better is here to help.