Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Surplus is a financial professional with over 8 years of experience in the financial services industry. Eric is currently registered with Fisher Retirement Solutions LLC as a Registered Investment Advisor. Eric has a Series 66, Series 7, and Series 7TO licenses. Before joining Fisher Retirement Solutions LLC, Eric worked at Fidelity Brokerage Services LLC and Edward Jones. Eric specializes in providing investment advisory services to individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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TX
07/05/2024 - Present
Fisher Retirement Solutions LLC (PLANO TX)
TX
07/28/2016 - 07/27/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
05/11/2015 - 12/07/2015
EDWARD JONES (PLANO TX)
BOTH
Issued 11/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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