Years of Experience
5-20+ Years
AVON, CT
23 Years Experience
0 Disclosures
ADVISOR BIO
Eric J. Schulman is a financial advisor with Cetera Investment Advisers LLC. Eric has been in the financial services industry since 2001. Prior to Cetera Investment Advisers LLC, Eric worked at VOYA FINANCIAL ADVISORS, INC., CITIGROUP GLOBAL MARKETS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Eric holds the Series 7 and Series 66 licenses. Eric specializes in providing financial planning, portfolio management, and pension consulting services. Cetera Investment Advisers LLC offers a variety of investment products and services to individuals, businesses, and institutions. The firm has a long history of providing personalized financial advice to clients.
SPECIALIZATIONS
WESTPORT, CT
34 Years Experience
0 Disclosures
ADVISOR BIO
Eric Picard is an investment professional with over 30 years of experience in the financial services industry. Eric has a broad range of experience and is currently registered with J.p. Morgan Securities LLC in Westport, CT. Eric has also previously worked with MFS Fund Distributors, INC., INVEST FINANCIAL CORPORATION, LIBERTY SECURITIES CORPORATION, INDEPENDENT FINANCIAL SECURITIES, INC., GNA SECURITIES, INC., and CIGNA SECURITIES, INC..
SPECIALIZATIONS
Stamford, CT
26 Years Experience
0 Disclosures
ADVISOR BIO
Eric Marshall Rose is a financial advisor who is currently registered with Stonex Financial Inc. in Stamford, CT. Eric has been in the industry since 1998 and holds a Series 7, Series 63, Series 9, Series 10, Series 24, Series 4, Series 55, Series 57TO, Series 87, and SIE licenses. Eric has experience working with clients at Cowen and Company, Jefferies LLC, Oppenheimer & Co. Inc., CIBC World Markets Corp., Cathay Financial Inc, and Prudential Equity Group, LLC.
SPECIALIZATIONS
No specializations listed.
MYSTIC, CT
5 Years Experience
0 Disclosures
ADVISOR BIO
Eric Robert Brown is a financial advisor at Fidelity Personal And Workplace Advisors, based in Mystic, Connecticut. Eric has been in the industry since 2018 and has a Series 66 license, as well as the SIE and Series 7. Eric is registered in 52 states and 3 states for investment advisory services. Eric's current firm, Fidelity Personal And Workplace Advisors, is based in Boston, Massachusetts and manages assets of over $818 Billion.
SPECIALIZATIONS
WEST HARTFORD, CT
17 Years Experience
0 Disclosures
ADVISOR BIO
Eric Gagne is a registered representative with Edward Jones, a firm with a history of strong performance in the financial services industry. Eric has been in the financial services industry since 2008, and has a proven track record of providing personalized financial advice to individuals and families. Eric is committed to helping clients achieve their financial goals, and is dedicated to providing them with the best possible service.
SPECIALIZATIONS
WINDSOR, CT
16 Years Experience
0 Disclosures
ADVISOR BIO
Eric Clark is a financial advisor who works with clients in the Windsor, CT area. Eric has been in the industry since 2000, working for both Voya Financial Partners, LLC and ING Financial Advisors, LLC before joining Voya Financial Advisors, Inc. in 2019. Eric holds the Series 6, Series 99, and SIE licenses. Eric specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
SPECIALIZATIONS
HARTFORD, CT
3 Years Experience
0 Disclosures
ADVISOR BIO
Eric Lutz is a financial professional with Virtus Investment Advisers, Inc. Eric is registered with FINRA and the state of Connecticut and holds the Series 7TO, SIE, and Series 66 securities licenses. Eric is a highly experienced advisor with expertise in investment management for investment companies.
SPECIALIZATIONS
South Norwalk, CT
14 Years Experience
0 Disclosures
ADVISOR BIO
Eric Ferreira is a financial advisor currently registered with Ceros Financial Services, Inc. Eric has been in the financial services industry since 2010, working previously at NATIONAL SECURITIES CORPORATION and LAIDLAW & COMPANY (UK) LTD.. Eric holds the Series 7, Series 63 and SIE securities licenses. Eric is registered with the state securities regulators of Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming.
SPECIALIZATIONS
No specializations listed.
PUTNAM, CT
32 Years Experience
0 Disclosures
ADVISOR BIO
Eric Quinn is a financial advisor at Cetera Investment Advisers LLC. Eric has been in the financial industry since 1993 and has experience working with individuals, families, and businesses. He is registered with the state of Connecticut as an investment advisor representative and holds Series 6, 63, 26 and 65 licenses. Eric has a strong commitment to providing clients with personalized financial advice and helping them achieve their financial goals.
SPECIALIZATIONS
OXFORD, CT
20 Years Experience
0 Disclosures
ADVISOR BIO
Eric Goldstein is a registered investment advisor representative with Equity Services, Inc. He is located in OXFORD, CT. Eric has been in the industry since 2004. His firm also has a location in White Plains, NY. Eric is a registered representative with both FINRA and the state of Connecticut. Eric is licensed to provide investment advice and sell securities in both Connecticut and New York. He holds a Series 7 General Securities Representative Examination and a Series 66 Uniform Combined State Law Examination. Eric has previously worked with PRUCO SECURITIES, LLC., AMERITAS INVESTMENT CORP., and Equity Services, Inc. Eric has a total of 4 years of prior experience.
SPECIALIZATIONS
