Unclaimed
Eric Burton is a financial advisor with Cetera Investment Advisers LLC in Naples, FL. Eric has been in the financial services industry since 1998 and has extensive experience working with clients in the Naples and Chicago areas. Eric has been registered with Cetera Investment Advisers LLC since 2019 and is a registered representative with FINRA and a registered investment advisor. He has held previous positions with LPL Financial LLC, FSC Securities Corporation, and The O.N. Equity Sales Company.
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
IL
03/21/2024 - Present
Cetera Investment Advisers LLC (CHICAGO IL)
IL
04/28/2016 - 03/08/2019
LPL FINANCIAL LLC (ORLAND PARK IL)
IL
09/14/2012 - 05/02/2016
FSC SECURITIES CORPORATION (ORLAND PARK IL)
IL
04/01/2005 - 10/05/2012
LPL FINANCIAL LLC (TINLEY PARK IL)
OH
08/16/2001 - 04/04/2005
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NY
12/24/1998 - 08/29/2001
STRATEGIC ASSETS INC. (MELVILLE NY)
BOTH
Issued 08/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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