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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 Reed has been in the financial services industry since November 4, 1996. Eric is a registered representative of LPL Financial LLC in Louisiana and Texas. Eric has also been registered with Raymond James Financial Services, Inc., A. G. Edwards & Sons, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Eric holds licenses in Series 63, 65, 66, 7, 9, and 10. Eric provides investment consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
Consulting and other non-discretionary advisory services
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
LA
08/03/2011 - Present
LPL Financial LLC (ALEXANDRIA LA)
LA
07/30/2004 - 11/01/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (ALEXANDRIA LA)
MO
09/14/2001 - 08/27/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
11/05/1996 - 10/26/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/25/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/11/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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