Unclaimed
Eric Keith Schrott is a financial advisor with over 20 years of experience in the financial services industry. Eric has held positions at a number of firms, including FSC Securities Corporation, Multi-Financial Securities Corporation, IFG Network Securities, Inc., and H. Beck, Inc. Eric is currently a financial advisor at Grove Point Investments, LLC and Grove Point Advisors, Llc, specializing in providing financial planning, portfolio management for individuals and businesses, and pension consulting 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.
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.
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.
1
2
MD
12/01/2005 - Present
Grove Point Investments, LLC (ELLICOTT CITY MD)
GA
04/14/2004 - 12/01/2005
FSC SECURITIES CORPORATION (ATLANTA GA)
CO
01/01/2004 - 05/10/2004
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
GA
08/12/2002 - 01/01/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
MD
09/21/2001 - 08/15/2002
H. BECK, INC. (ROCKVILLE MD)
BOTH
Issued 11/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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