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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 Simonians is a financial advisor currently associated with Perennial Financial Services. Eric has been in the industry since 2007, with prior experience at LPL FINANCIAL CORPORATION. Eric holds a variety of licenses and certifications, including Series 66, Series 7, Series 3, Series 4, Series 24, Series 55, Series 86, Series 87, and Series 99TO. Eric is also a Certified Financial Planner.
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.
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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CA
01/30/2023 - Present
Perennial Financial Services (Fresno CA)
CA
03/21/2006 - 08/08/2008
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
BOTH
Issued 11/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2011
Series 4 - Registered Options Principal Examination
BC
Issued 02/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2012
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/27/2012
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/09/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/26/2010
Series 3 - National Commodity Futures Examination
BC
Issued 03/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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