Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Strand is a registered investment advisor representative with Baldwin Wealth Partners, LLC. Eric has been in the financial services industry since 1997 and has a wealth of experience in the field. Eric holds Series 7, 24, 63 and 65 licenses and is also a member of the board of directors at several organizations, including A.D. Makepeace, Community Nurse Home Care, SYNDIC8, Tabor Academy, and Van Sloun Foundation. Eric has extensive experience working with clients, including high-net-worth individuals, charitable organizations, corporations, and pooled investment vehicles. Eric and the team at Baldwin Wealth Partners are committed to providing their clients with personalized financial advice and investment management services.
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.
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.
Management fees for limited partnerships
1
2
MA
10/17/2022 - Present
Baldwin Brothers LLC (MARION MA)
MA
12/05/1997 - 05/06/2013
AMERICAN RESEARCH & MANAGEMENT COMPANY (MARION MA)
IA
Issued 11/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Eric Strand is the right advisor for you? Invested Better is here to help.
