Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Rotolo is a financial advisor with LPL Financial LLC in Beachwood, Ohio. Eric has been in the industry since 2000 and is a licensed and registered representative. Eric has held licenses with multiple firms throughout his career. His past experience includes The Huntington Investment Company, Pruco Securities, LLC, FirstMerit Financial Services, Inc and FirstMerit Securities, Inc. Eric has a broad base of experience in the financial industry, including investment, insurance, and banking. He is committed to providing his clients with personalized financial advice to help them achieve their goals.
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.
Consulting and other non-discretionary advisory services
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.
1
2
OH
08/08/2018 - Present
LPL Financial LLC (BEACHWOOD OH)
OH
08/03/2017 - 08/09/2018
PRUCO SECURITIES, LLC. (UNIONTOWN OH)
OH
02/01/2017 - 07/25/2017
THE HUNTINGTON INVESTMENT COMPANY (AKRON OH)
OH
07/03/2012 - 02/01/2017
LPL FINANCIAL LLC (CUYAHOGA FALLS OH)
OH
01/14/2010 - 07/03/2012
FIRSTMERIT FINANCIAL SERVICES, INC (BRUNSWICK OH)
OH
07/01/2005 - 01/14/2010
INVEST FINANCIAL CORPORATION (BRUNSWICK OH)
OH
04/11/2000 - 07/01/2005
FIRSTMERIT SECURITIES, INC. (AKRON OH)
BC
Issued 12/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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