Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Billingslea is a financial advisor at Fidelity Personal and Workplace Advisors, based in Jacksonville, FL. He has been in the financial services industry since March 2007. Eric's experience includes previous roles at Transamerica Investors Securities Corporation, Cetera Investment Services LLC, Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, VALIC Financial Advisors, Inc., E*TRADE Securities LLC, AXA Advisors, LLC and WM Financial Services, Inc.
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.
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.
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2
FL
12/12/2019 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
NY
11/21/2017 - 10/15/2019
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
GA
06/12/2017 - 11/07/2017
CETERA INVESTMENT SERVICES LLC (ATLANTA GA)
GA
02/20/2014 - 05/22/2017
FIDELITY BROKERAGE SERVICES LLC (ATLANTA GA)
FL
09/27/2012 - 01/27/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
GA
08/04/2011 - 04/04/2012
VALIC FINANCIAL ADVISORS, INC. (ATLANTA GA)
GA
11/17/2009 - 01/06/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
GA
07/02/2008 - 09/23/2009
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
11/29/2005 - 07/01/2008
AXA ADVISORS, LLC (ATLANTA GA)
CA
08/08/2005 - 09/23/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 9/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 8/5/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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