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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 Grant Demarcus is a financial advisor with over 15 years of experience in the industry. Eric has been with Citigroup Global Markets Inc. since June 2017. Prior to joining Citigroup Global Markets Inc., Eric worked at LPL FINANCIAL LLC, WELLS FARGO ADVISORS, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and BANC OF AMERICA INVESTMENT SERVICES, INC. Eric holds Series 7, 31, and 66 licenses and the SIE. Eric is registered in several states to provide financial advice to individuals, businesses, and institutions.
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.
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 advice
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
CA
06/05/2017 - Present
Citigroup Global Markets Inc. (SAN FRANCISCO CA)
CA
09/29/2016 - 06/14/2017
LPL FINANCIAL LLC (LOS GATOS CA)
CA
04/01/2011 - 08/18/2016
WELLS FARGO ADVISORS, LLC (SUNNYVALE CA)
CA
10/23/2009 - 04/05/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)
CA
11/23/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MOUNTAIN VIEW CA)
CA
04/02/2007 - 11/27/2007
MORGAN STANLEY & CO., INCORPORATED (SAN JOSE CA)
CA
06/22/2005 - 04/02/2007
MORGAN STANLEY DW INC. (SAN JOSE CA)
MN
11/10/2004 - 03/14/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/10/2004 - 03/14/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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