Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Walania is a financial advisor with over 20 years of experience in the industry. Eric is currently registered with William Blair in Chicago, Illinois. Eric has been with William Blair since 2004 and is a Chartered Financial Analyst. Eric has a wide range of experience in the industry, including working at Bear, Stearns & Co. Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Eric is licensed in over 40 states and is able to provide financial advice to individuals, businesses, and institutions.
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.
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.
Equity research services
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.
1
2
IL
11/23/2011 - Present
William Blair (CHICAGO IL)
NY
06/04/2003 - 05/03/2004
TRILLIUM TRADING LLC (NEW YORK NY)
NJ
02/13/2002 - 06/09/2003
HEARTLAND SECURITIES CORP. (EDISON NJ)
NY
07/03/2001 - 11/12/2001
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
12/18/1998 - 07/18/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 12/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/01/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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