Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Cardonick is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Eric has been in the industry since August 25, 2009 and is currently registered in Pennsylvania and Texas. Eric has a strong background in investment services, having worked at several firms before joining Merrill Lynch. Eric has a wide range of experience in various investment areas and holds a variety of licenses and certifications.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
PA
06/04/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MEDIA PA)
MO
08/17/2001 - 03/26/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
01/02/2000 - 08/16/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
05/12/1997 - 09/14/1998
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
BOTH
Issued 04/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Eric Cardonick is the right advisor for you? Invested Better is here to help.
