Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Birch is a financial advisor with over 8 years of experience in the financial services industry. Eric is registered with LPL Financial LLC, where Eric has been employed since 2020. Prior to that, Eric was employed by J.P. Morgan Securities LLC and Chase Investment Services Corp. Eric holds a Series 6, Series 7 and Series 66 license, as well as the SIE exam. Eric is also a Certified Financial Planner. Eric provides financial planning, portfolio management for businesses and individuals, consulting and other non-discretionary advisory services. Eric is currently registered in Florida, Kentucky, Michigan, North Carolina and 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.
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.
Consulting and other non-discretionary advisory services
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.
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2
MI
01/13/2020 - Present
LPL Financial LLC (OXFORD MI)
MI
10/01/2012 - 01/23/2020
J.P. MORGAN SECURITIES LLC (TROY MI)
MI
05/16/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WASHINGTON TWP MI)
BOTH
Issued 04/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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