Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Larison is a financial advisor with Daymark Wealth Partners, LLC. Eric has over 20 years of experience in the financial industry. Eric has a Series 66, Series 7 and SIE license. Eric is a Certified Financial Planner. Eric is based in Cincinnati, Ohio.
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.
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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OH
06/06/2022 - Present
Daymark Wealth Partners, LLC (CINCINNATI OH)
OH
08/24/2016 - 06/10/2022
WELLS FARGO CLEARING SERVICES, LLC (CINCINNATI OH)
BOTH
Issued 12/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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