Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Gerard Hosie is a financial advisor at LPL Financial LLC in Wilkes-Barre, PA. Eric has been in the financial services industry since 1990. Eric is licensed to provide investment advice in 11 states. Eric has been registered with the SEC and FINRA since 2000 and holds several licenses including Series 65, Series 24, Series 7, and SIE. Eric is also a Certified Financial Planner. Prior to joining LPL Financial LLC, Eric worked for M&T Securities, Inc., CCO Investment Services Corp., Dreyfus Investment Services Company, LLC, Dreyfus Financial Services Corporation, Liberty Securities Corporation, PNC Securities Corp, and Hibbard Brown & Co., Inc.
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
PA
06/22/2021 - Present
LPL Financial LLC (WILKES-BARRE PA)
PA
02/12/2009 - 06/09/2021
M&T SECURITIES, INC. (WILKES-BARRE PA)
PA
05/08/2002 - 01/30/2009
CCO INVESTMENT SERVICES CORP. (WILKES-BARRE PA)
PA
03/01/1995 - 05/08/2002
DREYFUS INVESTMENT SERVICES COMPANY, LLC (PITTSBURGH PA)
NY
04/25/1997 - 12/31/2000
DREYFUS FINANCIAL SERVICES CORPORATION (NEW YORK NY)
NY
09/27/1993 - 10/06/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
PA
12/05/1990 - 10/02/1993
PNC SECURITIES CORP (PITTSBURGH PA)
NA
07/21/1988 - 03/09/1989
HIBBARD BROWN & CO., INC.
IA
Issued 10/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/08/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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