Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Phillips is a financial advisor with over 20 years of experience. Eric is currently registered with Level Four Financial, LLC. Previously, Eric was registered with Young, Stovall and Company and Edward Jones. Eric has a strong track record of success in the financial services industry. He is committed to providing his clients with personalized financial advice and guidance. Eric is a Series 7, Series 63, and SIE licensed professional. He has been a registered representative in multiple states, including Alabama, Arkansas, Colorado, Georgia, Illinois, Kentucky, Louisiana, Mississippi, Missouri, Nevada, New Mexico, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, and Washington.
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.
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.
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2
TN
09/14/2007 - Present
Level Four Financial, LLC (MEMPHIS TN)
TN
12/06/2004 - 09/14/2007
YOUNG, STOVALL AND COMPANY (MEMPHIS TN)
MO
08/13/1999 - 12/07/2004
EDWARD JONES (ST. LOUIS MO)
BC
Issued 09/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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