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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 Conrad Kovacic is a financial advisor at Morgan Stanley. Eric has been in the financial industry since 1981. Prior to joining Morgan Stanley, Eric worked at CITIGROUP GLOBAL MARKETS INC. and Legg Mason Wood Walker, Incorporated. Eric is registered with the Securities and Exchange Commission (SEC) and holds licenses in 32 states and the District of Columbia. Eric specializes in providing financial advice to a wide range of clients, including individuals, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MD
02/19/2020 - Present
Morgan Stanley (Columbia MD)
DC
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
MD
11/03/1987 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
NA
08/17/1981 - 10/30/1987
LEGG MASON WOOD WALKER, INCORPORATED
IA
Issued 07/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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