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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 Dorman is a financial advisor with Stonex Advisors Inc. Eric has been in the financial industry since 1991. Eric is a registered representative in Pennsylvania. Eric has experience in financial planning, pension consulting, and educational seminars. Eric is also a Certified Financial Planner. Eric has worked at Stonex Advisors Inc since 2015. Previously Eric was a financial advisor at WRP INVESTMENTS, INC. and THRIVENT INVESTMENT MANAGEMENT INC. Eric is also a managing partner/member of Affiliated Financial Planners, LLC.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
1
2
AL
01/30/2015 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
PA
08/04/2008 - 09/12/2014
WRP INVESTMENTS, INC. (SCHNECKSVILLE PA)
PA
12/10/1991 - 08/05/2008
THRIVENT INVESTMENT MANAGEMENT INC. (SCHNECKSVILLE PA)
IA
Issued 11/27/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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