Unclaimed
Eric Samson is a financial advisor with over 5 years of experience in the industry. He currently works at Empower Advisory Group, LLC, where he provides financial planning and portfolio management services. Eric's experience includes previous roles with Fidelity Brokerage Services LLC and GWFS Equities, Inc. He holds a Series 7, Series 63, Series 66, Series 9, Series 10 and Series 6TO licenses.
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.
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
CO
06/15/2021 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CO
02/26/2016 - 05/13/2021
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 03/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/05/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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