Unclaimed
Eric G Haddad is a registered representative with Fifth Third Securities, Inc., based in Cleveland, OH. Eric has been in the industry since 2000. Eric holds Series 63, 66 and 7 securities licenses and the SIE exam. Eric is licensed in 28 states including Ohio, California, and Texas. Eric is also a registered investment advisor in Ohio. Eric has prior experience with U.S. Discount Brokerage, Inc. In addition to Eric's financial services activities, Eric is also a property owner.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
02/14/2005 - Present
Fifth Third Securities, Inc. (CLEVELAND OH)
OH
10/25/2000 - 11/15/2002
U.S. DISCOUNT BROKERAGE, INC. (COLUMBUS OH)
BOTH
Issued 12/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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