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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 Nace is a financial advisor who has been in the industry since 2018. Eric is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds a Series 7TO, Series 6, Series 9, Series 10, Series 63, and Series 65 licenses. Eric has a proven track record of helping clients achieve their financial goals. Eric specializes in working with individuals, corporations, and high-net-worth individuals. Eric's expertise includes investment management, financial planning, and retirement planning. Eric is committed to providing clients with personalized financial advice and guidance.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
PA
10/07/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (York PA)
PA
09/04/2018 - 04/08/2020
CITIZENS SECURITIES, INC. (SHREWSBURY PA)
IA
Issued 06/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/14/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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