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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 J Watson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Eric has over 20 years of experience in the financial industry and has held various roles at several firms, including Truist Investment Services, Inc., BB&T Securities, LLC, and Scott & Stringfellow, LLC. Eric is registered as a Registered Representative and Investment Advisor Representative in multiple states. Eric holds several licenses, including the Series 7, Series 24, Series 52TO, Series 53, Series 57TO, and Series 79TO. Eric specializes in portfolio management for individuals and businesses and provides a range of advisory services, including financial planning, pension consulting, and educational seminars.
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
VA
07/11/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RICHMOND VA)
VA
02/17/2021 - 12/15/2023
TRUIST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
02/18/2021 - 06/29/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
06/15/2010 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
NY
09/12/2003 - 06/07/2010
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
IA
Issued 05/16/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/07/2019
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2003
Series 7 - General Securities 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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