Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Tobias is an experienced financial advisor with over 40 years of experience in the financial services industry. Eric has held positions at several firms including MSI Financial Services, Inc., New England Securities, and MML Investors Services, LLC. Eric is a Registered Representative and a licensed Investment Advisor with the State of Massachusetts. Eric is currently employed by MML Investors Services, LLC.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
03/25/2017 - Present
MML Investors Services, LLC (MARSHFIELD MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MARSHFIELD MA)
MA
10/17/2007 - 01/02/2015
NEW ENGLAND SECURITIES (MARSHFIELD MA)
MA
05/06/2004 - 10/19/2007
MML INVESTORS SERVICES, INC. (PLYMOUTH MA)
CT
12/18/2003 - 06/15/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
MA
07/24/1997 - 01/16/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
CT
12/03/1993 - 12/06/1996
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NY
10/20/1980 - 12/02/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
10/12/1978 - 12/02/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 12/17/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/1999
Series 24 - General Securities Principal Examination
BC
Issued 11/17/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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