Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Davis is a financial advisor with over 27 years of experience in the industry. Eric has been registered with Ameriprise Financial Services, LLC since June 2024. Prior to joining Ameriprise, Eric worked at Morgan Stanley. Eric is a Series 7, Series 31, Series 63, and Series 65 licensed advisor. Eric's primary office is located in Greenwich, Connecticut. Eric is dedicated to providing comprehensive financial advice to individuals, families, and businesses.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
CT
06/07/2024 - Present
Ameriprise Financial Services, LLC (Greenwich CT)
NY
06/01/2009 - 06/14/2024
MORGAN STANLEY (New York NY)
NY
10/30/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
03/31/2006 - 07/26/2007
ING FINANCIAL PARTNERS, INC. (NEW YORK NY)
NY
10/31/2005 - 04/07/2006
AIG FINANCIAL ADVISORS, INC. (NEW YORK NY)
AZ
05/30/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
10/25/1999 - 06/12/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/14/1996 - 11/03/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
03/06/1996 - 04/19/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 12/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/05/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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