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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 Bosshard is a registered investment advisor representative with Cleveland Research Co. LLC in Cleveland, Ohio. He has been in the financial services industry since November 1998. Previously, Eric worked at FTN Midwest Securities Corp., First Tennessee Securities Corp., and Maxus Securities Corp. Eric is a CFA charter holder and holds Series 7, 24, 63, 87, and SIE licenses. Eric is a consultant with Cleveland Electric Laboratories and is an investor in RBL Investments and Cleveland Venture Funds.
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.
Equity research reports
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Subscription fees for research reports
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OH
06/15/2023 - Present
Cleveland Research Co. LLC (CLEVELAND OH)
OH
07/10/2002 - 07/14/2006
FTN MIDWEST SECURITIES CORP. (CLEVELAND OH)
TN
01/02/2001 - 10/21/2002
FIRST TENNESSEE SECURITIES CORP. (MEMPHIS TN)
OH
02/25/1998 - 01/02/2001
MAXUS SECURITIES CORP (CLEVELAND OH)
BC
Issued 01/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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