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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Leroy Woodfill is a financial advisor with Key Investment Services LLC. Eric has been working in the financial services industry since March 1, 2004. Key Investment Services LLC is a firm with an office located in Brooklyn, Ohio, and an office in Monroe, Michigan. The firm serves high-net-worth individuals, corporations, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. Eric has experience providing financial advice to a range of client types and specializes in investment companies and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
OH
11/23/2021 - Present
KEY Investment Services LLC (BROOKLYN OH)
MI
11/25/2013 - 05/23/2014
ESSEX NATIONAL SECURITIES, LLC (SOUTHGATE MI)
MI
02/12/2013 - 11/22/2013
THE HUNTINGTON INVESTMENT COMPANY (ADRIAN MI)
MI
08/02/2007 - 01/29/2013
KEY INVESTMENT SERVICES LLC (SALINE MI)
MI
12/01/2005 - 08/17/2007
CCO INVESTMENT SERVICES CORP. (DEARBORN MI)
OH
09/20/2005 - 12/01/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
MN
08/19/2004 - 09/21/2005
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MA
01/01/2004 - 07/07/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 03/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/30/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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