Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Cheyne is a financial advisor registered with Medallion Wealth Advisors, LLC. Eric has been in the industry since 1997 and has a wide range of experience, including expertise in financial planning, portfolio management, and pension consulting. Eric provides financial advice to a diverse clientele, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Eric is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
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
CT
12/08/2021 - Present
Medallion Wealth Advisors, LLC (FARMINGTON CT)
CT
06/01/2009 - 04/14/2010
MORGAN STANLEY SMITH BARNEY (WEST HARTFORD CT)
CT
10/01/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WEST HARTFORD CT)
CT
08/14/1997 - 10/29/2004
ADVEST, INC. (HARTFORD CT)
IA
Issued 09/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2011
Series 24 - General Securities Principal Examination
BC
Issued 09/05/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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