Unclaimed
Eric Todd Stuckey is a financial advisor currently registered with Cetera Investment Advisers LLC. Eric has over 28 years of experience in the financial services industry. Eric is a registered investment advisor and holds Series 7, 24, 31, and 63 licenses, as well as the Series 65 license. Eric is a specialist in financial planning, portfolio management for individuals and businesses, and pension consulting. Eric has held previous registrations with Ameriprise Financial Services, LLC, INVEST Financial Corporation, Royal Alliance Associates, Inc., and Dean Witter Reynolds Inc. Eric's previous experience includes roles at Ameriprise Financial Services, LLC, INVEST Financial Corporation, and Royal Alliance Associates, Inc. Eric also has experience in the financial services industry working as CEO of Cornerstone Private Client Group since 2008. Eric holds a bachelor's degree in Finance from the University of Georgia.
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.
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
GA
09/20/2023 - Present
Cetera Investment Advisers LLC (SUWANEE GA)
GA
01/02/2018 - 10/04/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Suwanee GA)
GA
02/17/2009 - 01/04/2018
INVEST FINANCIAL CORPORATION (SUWANEE GA)
GA
02/21/1996 - 03/06/2009
ROYAL ALLIANCE ASSOCIATES, INC. (SUWANEE GA)
NY
02/18/1994 - 02/23/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 02/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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