Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Traditi is a registered representative of Ameriprise Financial Services, LLC with over 8 years of experience in the financial services industry. Eric is registered with the state of New York as a Registered Investment Advisor. Eric holds the Series 7, 66 and SIE licenses and has a state exam in the Uniform Combined State Law Examination. Eric is also registered in 12 states including California, Connecticut, Florida, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island and South Carolina. Eric is a financial advisor who offers a variety of services, including financial planning, asset allocation services, pension consulting, educational seminars, and portfolio management. Eric is located at 1342 ROUTE 55 in LAGRANGEVILLE, NY.
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.
Asset allocation services
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
NY
04/16/2021 - Present
Ameriprise Financial Services, LLC (LAGRANGEVILLE NY)
BOTH
Issued 10/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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