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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 Bezanson is a financial advisor registered with Fidelity Personal AND Workplace Advisors in Boston, Massachusetts. Eric has over 20 years of experience in the financial services industry, with a focus on providing investment advice and financial planning services to individuals and families. Eric has a wide range of experience working with a variety of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. Eric is committed to providing personalized financial advice and services that are tailored to each client’s unique needs and goals. Eric is also a licensed Real Estate Salesperson in Massachusetts and has experience in assisting clients with their real estate needs.
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
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 12/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/24/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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