Unclaimed
Eric Charway is a registered representative with J.p. Morgan Securities LLC, based in Aledo, TX. Eric has been in the financial industry since August 2020, and has experience with various firms including Robinhood Financial, LLC and TD Ameritrade. He is licensed to provide financial services in multiple states, including Texas and numerous others. Eric holds multiple licenses and certifications including Series 7TO, Series 63, and Series 4. He is committed to providing his clients with a personalized financial strategy tailored to their needs.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
12/16/2022 - Present
J.p. Morgan Securities LLC (RICHLAND HILLS TX)
TX
01/08/2021 - 07/05/2022
ROBINHOOD FINANCIAL, LLC (Westlake TX)
TX
06/09/2020 - 12/16/2020
TD AMERITRADE, INC. (Southlake TX)
IA
Issued 11/17/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2022
Series 4 - Registered Options Principal Examination
BC
Issued 06/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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