Unclaimed
Eric J. Hieber is a financial advisor with M Holdings Securities, Inc., a firm with a rich history of providing investment and financial advisory services to individuals and businesses. Eric has over 20 years of experience in the financial industry, having previously worked at firms like PRUCO SECURITIES, LLC. and BCG INVESTMENT RESOURCES, INC. Eric is registered with the state of Virginia as well as the District of Columbia and Maryland, and holds a variety of licenses and certifications including the Series 6, Series 63, and SIE exams. Eric is passionate about providing comprehensive financial guidance to clients, helping them to achieve their financial goals through customized investment strategies and comprehensive financial planning.
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.
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VA
10/29/2004 - Present
M Holdings Securities, Inc. (RICHMOND VA)
NJ
06/25/2001 - 08/05/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
VA
10/08/1999 - 05/14/2001
BCG INVESTMENT RESOURCES, INC. (RICHMOND VA)
BC
Issued 01/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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