Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Medina is a financial advisor with IP Financial Advisory Services LLC. Eric has been in the financial services industry for over 30 years and is registered to provide investment advice in Illinois and Indiana. Eric has a broad range of experience working with clients across a variety of industries and has held various roles at several financial institutions. Eric is committed to providing his clients with personalized financial advice and 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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 services to qualified retirement plans
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.
A percentage of the total value of assets under management is charged.
Recurring fees
1
2
NC
01/09/2020 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
IL
10/11/2016 - 12/19/2019
CFD INVESTMENTS, INC. (MOKENA IL)
IL
12/02/2013 - 10/03/2016
TRADINGBLOCK (CHICAGO IL)
IL
09/12/2012 - 12/16/2013
WADDELL & REED, INC. (ORLAND PARK IL)
OH
08/17/2010 - 04/06/2011
LINCOLN INVESTMENT (CINCINNATI OH)
IN
10/22/2004 - 04/20/2009
VALIC FINANCIAL ADVISORS, INC. (MERRILLVILLE IN)
CA
01/23/2002 - 11/02/2004
EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)
OH
12/18/2001 - 03/04/2002
U.S. DISCOUNT BROKERAGE, INC. (COLUMBUS OH)
CA
03/09/1999 - 12/11/2001
EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)
NJ
09/12/1995 - 03/09/1999
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
MO
05/20/1988 - 09/12/1995
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
12/04/1987 - 05/20/1988
UNITED CAPITAL CORPORATION
NA
01/16/1986 - 11/30/1987
WADDELL & REED, INC.
NA
09/24/1987 - 11/09/1987
BROOKS WEINGER ROBBINS & LEEDS INC.
NA
10/24/1985 - 02/26/1986
FIRST INVESTORS CORPORATION
IA
Issued 12/06/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/23/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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