Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric James Holder is a financial advisor with AllianceBernstein LP, registered in Illinois, Tennessee, and Texas. Eric has been in the industry since 2009 and has experience with a range of financial products and services. Prior to joining AllianceBernstein LP, Eric worked at Phillips & Company and several other financial institutions. Eric has a strong background in financial planning, portfolio management, and asset allocation. Eric has experience working with a variety of clients, including high-net-worth individuals, corporations, 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
04/10/2024 - Present
Alliancebernstein LP (CHICAGO IL)
OR
08/05/2011 - 07/13/2012
PHILLIPS & COMPANY (PORTLAND OR)
OR
03/19/2009 - 12/13/2010
PHILLIPS & COMPANY (PORTLAND OR)
BOTH
Issued 04/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/29/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/26/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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