Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Sebastian Sidor is an active investment advisor registered in 28 states and with the Financial Industry Regulatory Authority (FINRA). Eric has been in the industry since August 2000 and currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. He is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. Eric has held previous roles at BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., and EDWARD JONES. His specializations include Retirement Planning, College Savings Plans, 529 Plans, Mutual Funds, and Stocks.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
10/10/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAINT PETERSBURG FL)
FL
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TAMPA FL)
NY
02/19/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MO
07/25/2000 - 02/11/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 05/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/20/2009
Series 4 - Registered Options Principal Examination
BC
Issued 08/20/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Eric Sidor is the right advisor for you? Invested Better is here to help.
