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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 Douglas Boland is a financial advisor with Commonwealth Financial Network. Eric has been in the financial services industry since 2001 and has a Series 7, Series 63, and Series 65 licenses. He is a Certified Financial Planner and is registered with the state of Illinois. Eric is a Managing Partner and Part Owner of Provident Financial Group, LLC, a private entity established to facilitate securities business, and is also an insurance agent. Eric works with individuals, families, and businesses to develop customized financial plans and investment strategies. He specializes in retirement planning, college savings, and estate planning. Eric is committed to providing his clients with the highest level of service and integrity.
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.
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.
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2
IL
04/16/2009 - Present
Commonwealth Financial Network (CHAMPAIGN IL)
IL
09/05/2007 - 04/17/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHAMPAIGN IL)
IL
05/15/2001 - 09/14/2007
FIRST BUSEY SECURITIES, INC. (CHAMPAIGN IL)
IA
Issued 12/03/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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