Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Dong is a financial advisor with U.S. Bancorp Investments, Inc. Eric is a registered representative with both FINRA and the state of Ohio and is licensed in several other states. Eric has been in the industry since April 2011. Eric specializes in helping individuals, corporations, and businesses with their investment needs.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OH
12/21/2012 - Present
U.s. Bancorp Investments, Inc. (Cleveland OH)
ME
04/14/2011 - 07/17/2012
SCOTTRADE, INC. (PORTLAND ME)
BOTH
Issued 06/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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