Unclaimed
Eric Essex is a financial advisor with MML Investors Services, LLC. Eric has been in the industry since 1999 and has a variety of experience. He has held previous positions with ONEAMERICA SECURITIES, INC., FARMERS FINANCIAL SOLUTIONS, LLC, NYLIFE SECURITIES LLC, PRUCO SECURITIES, LLC., LIBERTY LIFE SECURITIES LLC, and LIBERTY SECURITIES CORPORATION.
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.
Asset allocation programs
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.
Solicitors fees
1
2
IL
11/04/2022 - Present
MML Investors Services, LLC (YORKVILLE IL)
IL
06/05/2018 - 11/08/2022
ONEAMERICA SECURITIES, INC. (Yorkville IL)
IL
12/22/2014 - 05/14/2018
FARMERS FINANCIAL SOLUTIONS, LLC (Lisle IL)
IL
02/09/2012 - 10/31/2014
NYLIFE SECURITIES LLC (SCHAUMBURG IL)
IL
05/10/2010 - 01/09/2012
PRUCO SECURITIES, LLC. (FRANKFORT IL)
CT
12/01/1999 - 10/30/2009
LIBERTY LIFE SECURITIES LLC (VERNON CT)
NY
01/21/1999 - 12/01/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
BC
Issued 02/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Essex is the right advisor for you? Invested Better is here to help.