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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 Holt Monaghan is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Eric has been in the industry since November 2007. Eric is registered with the state of Florida and Texas. Eric is Series 6, 7, 31, and 66 licensed. Eric specializes in retirement planning, estate planning, college savings, and investment management. Eric is committed to providing his clients with personalized financial advice and guidance. Eric is also active in the community, serving on the board of directors of several local charities.
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
FL
07/13/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (STUART FL)
FL
04/11/2016 - 07/06/2017
WELLS FARGO CLEARING SERVICES, LLC (JENSEN BEACH FL)
FL
04/15/2013 - 04/11/2016
BB&T INVESTMENT SERVICES, INC. (MELBOURNE FL)
FL
10/01/2012 - 05/13/2013
PROEQUITIES, INC. (STUART FL)
FL
11/13/2009 - 08/08/2012
PNC INVESTMENTS (PORT ST. LUCIE FL)
FL
02/26/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (JENSEN BEACH FL)
FL
07/30/2007 - 01/09/2008
MORGAN STANLEY & CO., INCORPORATED (STUART FL)
BOTH
Issued 8/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/10/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 7/27/2007
Series 7 - General Securities Representative Examination
BC
Issued 8/25/2006
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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