Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Heishman is a registered representative with Equity Services, Inc. Eric has been in the financial industry since 2007. Eric is licensed in Delaware, Maryland, Pennsylvania, and Virginia. Eric is a financial advisor who offers a variety of financial services, including financial planning, portfolio management, and insurance. Eric is also a deacon at First Baptist Church of Milford and a junior and senior high teacher at Milford Christian School.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
11/04/2020 - Present
Equity Services, Inc. (MEDIA PA)
DE
05/04/2015 - 02/02/2018
MML INVESTORS SERVICES, LLC (Milford DE)
DE
03/13/2014 - 04/08/2015
SAGEPOINT FINANCIAL, INC. (MIDDLETOWN DE)
DE
03/12/2007 - 01/09/2013
METLIFE SECURITIES INC. (NEWARK DE)
DE
03/12/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEWARK DE)
BOTH
Issued 10/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Heishman is the right advisor for you? Invested Better is here to help.
