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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 Connor is a financial advisor with Commonwealth Financial Network, a firm with over 3,300 investment advisor representatives. Eric has been in the industry since 1995. He has a strong track record of providing financial advice to individuals, corporations, and charitable organizations. He is also a Certified Financial Planner. Eric offers a variety of financial services, including financial planning, portfolio management, and educational seminars. He is committed to providing his clients with personalized advice and strategies to help them achieve their financial goals. Eric is registered to offer securities in multiple states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/29/2021 - Present
Commonwealth Financial Network (Lockport NY)
NY
11/16/1999 - 10/30/2003
COMMUNITY INVESTMENT SERVICES, INC. (OLEAN NY)
OH
09/04/1998 - 02/01/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
08/31/1995 - 09/04/1998
ESSEX CAPITAL MARKETS, INC. (ROCHESTER NY)
NA
07/13/1995 - 10/04/1995
CUSHING CAPITAL CORPORATION
IA
Issued 01/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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