Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Seybert is a financial advisor with Cetera Investment Advisers LLC. Eric has over 27 years of experience in the financial services industry. Eric's areas of expertise include financial planning, portfolio management, and pension consulting. Eric is registered with the state of Arizona and Texas, and has a Series 6, Series 7, and Series 63 licenses. Eric has also earned the Chartered Financial Consultant designation. Eric's firm, Cetera Investment Advisers LLC, is a registered investment advisor with approximately $104 billion in assets under management. Cetera Investment Advisers LLC provides financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, families, businesses, and institutions.
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.
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
AZ
08/10/2023 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
AZ
10/24/1995 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Scottsdale AZ)
MT
10/24/1995 - 10/19/2021
CRI SECURITIES, LLC (Bozeman MT)
BC
Issued 10/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/2/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Seybert is the right advisor for you? Invested Better is here to help.
