Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Hanson is a financial advisor with over 20 years of experience in the industry. Eric currently works at Hightower Advisors, LLC. Prior to joining Hightower Advisors, LLC, Eric worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and WARBURG DILLON READ LLC. Eric is licensed to provide investment advice in numerous states, including Connecticut, California, Colorado, Delaware, Florida, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, and Virginia. Eric holds the Series 66, Series 7 and the SIE licenses. Eric specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
Treasury management for corporate 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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CT
11/15/2013 - Present
Hightower Advisors, LLC (MADISON CT)
CT
04/07/2009 - 11/19/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MADISON CT)
NY
03/07/1995 - 11/24/1999
WARBURG DILLON READ LLC (NEW YORK NY)
BOTH
Issued 04/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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