Unclaimed
Eric McDowell is a financial advisor with LPL Financial LLC. Eric has been in the financial services industry since 2019. Eric is registered with the state of Illinois and Texas. Eric is registered with the Securities Investor Protection Corporation (SIPC). Eric has a Series 7, Series 66, and SIE license. Eric's specializations include investment management, financial planning, and insurance. Eric is committed to providing personalized financial advice and guidance to help clients reach their financial goals.
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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
07/21/2021 - Present
LPL Financial LLC (EVERGREEN PARK IL)
IL
09/06/2019 - 07/21/2021
WADDELL & REED (EVERGREEN PARK IL)
BOTH
Issued 11/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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