Unclaimed
Eric Chodkowski is an investment advisor representative with Empower Advisory Group, LLC in Greenwood Village, CO. Eric has been in the industry since 2012 and has prior experience with Santander Securities LLC, People’s Securities, Inc., TIAA-CREF Individual & Institutional Services, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Eric is also registered as an Investment Advisor Representative with the state of Massachusetts. Eric’s areas of specialization include retirement planning, investment management, and insurance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
04/03/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
MA
02/28/2019 - 12/07/2020
SANTANDER SECURITIES LLC (BOSTON MA)
MA
11/07/2016 - 03/02/2018
PEOPLE'S SECURITIES, INC. (Boston MA)
MA
04/10/2012 - 01/15/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BOSTON MA)
MA
08/03/2011 - 03/30/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
05/10/2010 - 06/17/2011
MORGAN STANLEY SMITH BARNEY (BOSTON MA)
BOTH
Issued 06/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 05/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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