Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric McDowell is a financial advisor with over 30 years of experience in the industry. Eric is currently registered with Equity Services, Inc. and is licensed to provide investment advice in multiple states. Eric specializes in providing financial planning, pension consulting, and educational seminars. Eric has a strong background in working with a variety of clients including individuals, high-net-worth individuals, corporations, and retirement plans. Eric has held previous positions at AXA Advisors, LLC, MONY Securities Corporation, PRUCO Securities Corporation, and The Prudential Insurance Company of America.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
12/19/2006 - Present
Equity Services, Inc. (LEWISBURG PA)
PA
06/01/2005 - 11/14/2006
AXA ADVISORS, LLC (LEWISBURG PA)
NY
11/30/1995 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NJ
05/06/1991 - 11/07/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/06/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 09/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/03/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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