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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 Jonathan Korzyniowski is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Jacksonville, Florida. Eric has been working in the financial industry since 2000, and is registered with the state of Florida and Texas. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Eric worked with Charles Schwab & Co., Inc. Eric has been involved in the financial industry for over 20 years and holds licenses in the areas of investment advice, general securities, and securities industry essentials. Eric's area of expertise includes providing investment advice, managing portfolios, and offering other financial services.
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
FL
10/18/2000 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
TX
02/01/2000 - 07/11/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 10/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2000
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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