Unclaimed
Eric David Beck is a registered representative with Edward Jones, an investment firm with over $800 billion in assets under management. Eric has worked in the financial services industry since 2013 and has a strong background in investment advice. Eric is licensed to provide investment advice in Arkansas, Massachusetts, Missouri, and Utah. Eric holds several professional licenses including Series 7, Series 9, Series 10, Series 24, and Series 66. In addition to his investment experience, Eric has experience working in the human resources industry.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
06/20/2023 - Present
Edward Jones (Ballwin MO)
MO
02/26/2018 - 01/18/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
07/22/2013 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
MO
12/19/2012 - 03/05/2013
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 01/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/05/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/22/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2012
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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