Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Coonrod is a securities professional with over 15 years of experience in the financial services industry. Eric is currently registered with GT Securities, Inc. in California. Eric has a diverse background in the financial services industry, having held previous roles with firms such as Grant Williams L.P., Cascadia Capital, LLC, FocalPoint Securities, LLC, Creo Capital Securities, LLC, Mercanti Securities, LLC, A. G. Edwards & Sons, Inc., and Deutsche Bank Securities Inc. Eric's experience spans across various investment banking and brokerage services, including investment banking, securities trading, and financial advisory services. Eric holds the Series 7, Series 63, Series 66, Series 79, and SIE licenses.
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.
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.
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2
CA
11/28/2023 - Present
GT Securities, Inc. (LOS ANGELES CA)
PA
07/06/2021 - 11/21/2023
GRANT WILLIAMS L.P. (PHILADELPHIA PA)
CA
01/07/2016 - 06/04/2021
CASCADIA CAPITAL, LLC (MARINA DEL REY CA)
CA
05/28/2014 - 12/11/2015
FOCALPOINT SECURITIES, LLC (LOS ANGELES CA)
CA
04/18/2012 - 05/01/2014
CREO CAPITAL SECURITIES, LLC (SANTA MONICA CA)
CA
02/22/2006 - 06/05/2008
MERCANTI SECURITIES, LLC (LOS ANGELES CA)
MO
09/09/2004 - 02/07/2006
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
06/17/2004 - 08/24/2004
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 12/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 06/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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