Unclaimed
Eric Motycka is an investment advisor representative with The Higherground Group LLC. Eric is a Certified Financial Planner™ professional and has been working in the industry since 2013. Eric has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Advisors Financial Network, LLC. Eric is registered with the state of Indiana. Eric works with a variety of clients including individuals, high net worth individuals, corporations, and businesses. The Higherground Group LLC offers financial planning, portfolio management, and selection of other advisors.
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.
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.
Retainer
1
2
IN
01/03/2024 - Present
THE Higherground Group LLC (CARMEL IN)
IN
01/30/2015 - 01/27/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LAFAYETTE IN)
IN
08/09/2013 - 02/03/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TERRE HAUTE IN)
BOTH
Issued 09/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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