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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 Midili is an active investment advisor representative registered with the Securities and Exchange Commission (SEC). He has been in the industry since 2003 and holds multiple licenses and certifications. Eric Midili is currently registered with Wells Fargo Clearing Services, LLC, and has previously been registered with other firms including Planmember Securities Corporation, ING Financial Advisors, LLC, Symetra Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Eric Midili has a broad range of experience in the financial industry, specializing in providing investment advice and financial planning services to individuals and businesses. Eric Midili holds a Series 7 license, Series 63 license, and Series 66 license. He is also a Certified Financial Planner (CFP).
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.
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.
Investment consulting services to institutional clients
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
FL
06/02/2023 - Present
Wells Fargo Clearing Services, LLC (SARASOTA FL)
FL
10/08/2007 - 09/30/2008
PLANMEMBER SECURITIES CORPORATION (LARGO FL)
FL
08/01/2006 - 10/08/2007
ING FINANCIAL ADVISERS, LLC (LARGO FL)
FL
02/10/2004 - 08/18/2006
SYMETRA INVESTMENT SERVICES, INC. (TAMPA FL)
NY
05/29/2002 - 06/23/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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