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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Gadonneix is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Houston, Texas. Eric has been a registered representative for over 9 years and has a wide range of experience in the financial services industry. Eric is licensed to provide investment advice in 45 states and has passed the Series 6, 7, 63, 66, SIE, and 6TO exams. Eric is a valuable resource for individuals and families looking for financial advice, portfolio management, or retirement planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
03/29/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
TX
01/03/2014 - 08/04/2017
J.P. MORGAN SECURITIES LLC (HUMBLE TX)
BOTH
Issued 03/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/12/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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