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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 Withrow is a financial advisor at Fidelity Personal and Workplace Advisors. Eric has been working in the financial industry since January 24, 2000. Eric is registered with the state of Kentucky as an investment advisor representative and also as a broker in Kentucky, Georgia, Indiana, Ohio, Tennessee, Texas, and West Virginia. Eric has a Series 66 and Series 63 license. Eric also has a Series 7, Series 9, and Series 10 license. Eric holds the designation of 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.
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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2
MA
05/03/2024 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MN
12/09/1999 - 02/04/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/09/1999 - 02/04/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/20/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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