Eric Iseley

MSOP
  • Financial Planner
  • Investment Advisor Representative

As an Investment Advisor Representative, Eric acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future and offers advice to help them make financial decisions with confidence.
I am committed to building long-term relationships with my clients. Helping them reach their financial goals is my number one priority.

Qualifications

  • Holds his Series 6, 7, 63 and 66 Securities Licenses
  • Licensed to sell Life, Accident & Health insurance
  • Received his Bachelors Degree in Psychology concentrating in Business; minored in Healthcare Management at Appalachian State University
  • Received his Masters of Science in Organizational Psychology from the University of Hartford

Personal

  • Before joining Barnum, worked at Northwestern Mutual as a Financial Representative and Prudential Financial in the Career Development Program, as well as a Financial Professional Associate
  • Currently resides in Manchester, Connecticut
  • In free time enjoys skiing, snowboarding, collecting records and collecting red wine

 

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Please contact this office for further information. Securities, and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.com. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000. Domiciled in CT