Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Byrd is a financial advisor with over 19 years of experience in the industry. Eric is currently registered with Osaic Wealth, Inc. in Nebraska. Eric has previously worked with Securities America, Inc., HD Vest Investment Services, Allstate Financial Services, LLC, Ameritas Investment Corp., Investors Capital Corp., SAL Financial Services, Inc., American Investment Services, Inc., and Ameritrade.
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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NE
06/14/2024 - Present
Osaic Wealth, Inc. (VALPARAISO NE)
NE
08/02/2019 - 06/14/2024
SECURITIES AMERICA, INC. (VALPARAISO NE)
NE
09/24/2015 - 08/17/2017
HD VEST INVESTMENT SERVICES (North Bend NE)
TX
09/29/2014 - 06/29/2015
HD VEST INVESTMENT SERVICES (DALLAS TX)
NE
07/25/2008 - 04/14/2011
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NE
06/07/2006 - 07/30/2008
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MA
07/31/2002 - 06/16/2006
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
AL
05/15/2002 - 07/31/2002
SAL FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
OK
06/15/2001 - 05/15/2002
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
NE
08/14/1999 - 04/12/2001
AMERITRADE (BELLEVUE NE)
BOTH
Issued 01/15/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/20/2008
Series 24 - General Securities Principal Examination
BC
Issued 08/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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