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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 Sirjord is a financial advisor with Mercer Global Advisors Inc. Eric has over 7 years of experience in the financial services industry. Eric is registered to provide investment advice in Colorado, Minnesota, Nebraska, and Texas. Eric holds the Series 7, Series 66 and Series 7TO licenses. Eric is dedicated to providing his clients with personalized financial advice and services to help them achieve their financial goals. Prior to joining Mercer Global Advisors Inc., Eric worked at Mutual of Omaha Investor Services, Inc. and Thrivent Investment Management Inc. Eric earned his Bachelor's Degree in Business Administration from Biola University.
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.
Trust services, estate planning, tax return preparation, consultation
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
CO
08/29/2023 - Present
Mercer Global Advisors Inc. (Boulder CO)
CO
05/07/2019 - 09/03/2020
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (Lakewood CO)
CO
02/11/2016 - 04/29/2019
THRIVENT INVESTMENT MANAGEMENT INC. (LONGMONT CO)
BOTH
Issued 03/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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