Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Dovre is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Eric has been in the securities industry for over 10 years and is registered with the state of Michigan and Texas. Eric holds a Series 6, 7, 63, and 66 license, as well as the SIE exam. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Eric worked at J.P. MORGAN SECURITIES LLC. Eric is a specialist in various areas including portfolio management, pension consulting and financial planning.
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
MI
08/11/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AUBURN HILLS MI)
MI
12/08/2014 - 06/28/2016
J.P. MORGAN SECURITIES LLC (BIRMINGHAM MI)
MI
11/21/2012 - 10/29/2014
J.P. MORGAN SECURITIES LLC (BLOOMFIELD HILLS MI)
BOTH
Issued 08/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2012
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
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