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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 Listick is a financial advisor with LPL Financial LLC. Eric has been in the industry since 1997 and holds Series 7, Series 24, and Series 63 licenses. He has experience working with various clients, including individuals, corporations, and pension plans. Eric is registered with the following states: Arizona, California, Connecticut, Delaware, Florida, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia, and Washington. Eric's specializations include investment advice, financial planning, and pension consulting.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
05/31/2019 - Present
LPL Financial LLC (MOUNT LAUREL NJ)
NJ
02/28/2014 - 06/03/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHERRY HILL NJ)
NJ
06/03/2013 - 03/03/2014
PNC INVESTMENTS (MARLTON NJ)
PA
05/09/2002 - 05/28/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (KING OF PRUSSIA PA)
NJ
05/29/1997 - 05/24/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 07/05/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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