Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Monteodorisio is a financial professional with over 10 years of experience in the industry. Eric has held positions with firms like Foreside Fund Services, LLC, Northern Lights Distributors, LLC, and Chase Investment Services Corp. Eric is currently registered with Foreside Fund Services, LLC and holds licenses Series 6, 7, 63, and 65. He also holds the Securities Industry Essentials (SIE) designation.
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.
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.
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2
NY
01/09/2018 - Present
Foreside Fund Services, LLC (New York NY)
NE
11/11/2015 - 11/17/2017
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
ME
06/21/2013 - 10/09/2015
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
NY
08/31/2012 - 06/05/2013
HRC FUND ASSOCIATES, LLC (NEW YORK NY)
NY
07/11/2008 - 08/24/2009
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BC
Issued 12/21/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/31/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/30/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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