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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 Heath is a financial advisor at Fidelity Personal And Workplace Advisors, with experience in the financial services industry since 2009. Eric has a strong focus on providing financial planning, portfolio management for individuals and businesses, and educational seminars. Eric is registered to provide investment advice in 52 states. Eric is also registered with FINRA and is a Registered Representative in Texas. Eric is licensed to provide investment advice in 52 states and holds the Series 7 and Series 66 securities licenses. Eric has previously worked at CUSO Financial Services, LP and Wells Fargo Advisors, LLC.
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
UT
07/29/2020 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
05/19/2015 - 06/19/2020
CUSO FINANCIAL SERVICES, L.P. (South Jordan UT)
UT
01/03/2011 - 05/15/2015
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
UT
12/09/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
UT
01/18/2008 - 04/09/2009
FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)
BOTH
Issued 01/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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