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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 Fuller is an investment advisor representative with Morgan Stanley. Eric has been in the financial services industry since January 26, 2011. Eric is registered with FINRA and holds the Series 66, Series 7, and SIE licenses. Eric is also registered to provide investment advisory services in 53 states. In addition to working for Morgan Stanley, Eric is also the owner of a sole proprietorship, Eric Fuller Sole Prop. Eric’s prior experience includes positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Eric is based in Plano, TX, and is affiliated with the firm's Plano, TX branch office.
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
TX
08/14/2020 - Present
Morgan Stanley (Plano TX)
TX
01/26/2011 - 08/10/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRISCO TX)
BOTH
Issued 02/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2011
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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