Unclaimed
Eric McDermott is an investment advisor representative at Park Avenue Securities LLC. Eric has been in the industry since May 3, 2011. Eric's registration is active in 20 states. Eric offers various services such as financial planning, educational seminars, and portfolio management for individuals. Eric is also a Chartered Financial Consultant.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
10/20/2017 - Present
Park Avenue Securities LLC (CLAREMONT CA)
BOTH
Issued 03/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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