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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric W. Hoover is a financial advisor who has been in the industry since 2013. He is currently registered with Fidelity Personal and Workplace Advisors in Morrisville, PA. Eric W. Hoover has previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Pennington, NJ. Eric W. Hoover is a licensed securities representative and investment advisor representative. Eric W. Hoover has passed the following exams: Series 66, Series 10, Series 9, SIE, and Series 7. He is registered in Massachusetts, Pennsylvania, Texas, and Utah. Eric W. Hoover specializes in providing financial planning, educational seminars, and selection of other advisors. He also manages portfolios for businesses and individuals.
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.
1
2
PA
06/21/2023 - Present
Fidelity Personal AND Workplace Advisors (MORRISVILLE PA)
NJ
12/03/2012 - 12/14/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 01/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/14/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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