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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 Gordon Meyers is an investment advisor representative at Grove Point Advisors, LLC. Eric has been in the financial industry since 1978. Eric specializes in providing financial planning services and portfolio management for individuals and businesses. Eric is registered with the state of Maryland and holds Series 63, Series 65, Series 7, Series 24 and Series 26 licenses. In addition to his current role, Eric is also a Managing Member at Meyers Hurvitz Abrahams LLC, providing legal services. Eric is also an agent for fixed life insurance.
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.
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.
1
2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (Rockville MD)
MD
09/29/1995 - 10/02/2009
GEM FINANCIAL ASSOCIATES, INC. (ROCKVILLE MD)
NY
06/01/2005 - 09/05/2006
AXA ADVISORS, LLC (NEW YORK NY)
NY
02/06/2002 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
07/02/1996 - 01/17/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
NA
09/27/1978 - 04/24/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
NA
09/27/1978 - 02/19/1987
MONY SECURITIES CORP.
IA
Issued 06/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2002
Series 24 - General Securities Principal Examination
BC
Issued 03/19/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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