Unclaimed
Erik Damers is a financial advisor registered with Cambridge Investment Research Advisors, Inc. with over 17 years of experience in the financial industry. Erik has earned the Series 6, 7, and 63 licenses and the SIE exam. Erik has a strong commitment to providing financial advice to individuals, families, and businesses. Erik is also a registered representative of Cambridge Investment Research, Inc. and an advisory representative of an RIA. Erik is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Solicitation fees from 3rd party money managers
1
2
NY
09/24/2024 - Present
Cambridge Investment Research Advisors, Inc. (West Fulton NY)
NY
07/28/2006 - 04/02/2014
METLIFE SECURITIES INC. (HAUPPAUGE NY)
NY
07/28/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HAUPPAUGE NY)
BC
Issued 08/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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