Unclaimed
Eric Dallavalle is a financial advisor with Founders Financial Securities LLC, registered in Maryland. Eric has been in the industry since 2000 and is a registered representative with FINRA and a registered investment advisor. He has experience working with individuals, families, businesses, and retirement plans. Eric has a strong understanding of financial planning and investment strategies and is committed to providing his clients with personalized advice to help them achieve their financial goals. In addition to his work with Founders Financial Securities LLC, Eric is also involved with Frederick Financial Planners, INC, Felix's Follys LLC, and FSK Investment Club.
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.
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.
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2
MD
01/17/2012 - Present
Founders Financial Securities LLC (FREDERICK MD)
MD
01/02/2004 - 01/20/2012
INVESTORS CAPITAL CORP. (FREDERICK MD)
MD
01/02/2002 - 12/31/2003
H. BECK, INC. (ROCKVILLE MD)
GA
04/26/2000 - 12/31/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
IA
Issued 08/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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