Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Marshall Frantz is a financial advisor registered with MML Investors Services, LLC. Eric has been in the financial services industry since December 1982 and has worked for several firms including MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Eric holds several licenses and certifications, including Series 6, 7, and 26 and the SIE. Eric specializes in working with high-net-worth individuals, corporations and businesses, trusts, foundations, insurance companies, charitable organizations, and pension plans. Eric provides financial planning, asset allocation, selection of other advisors, and portfolio management services to clients.
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
NJ
03/25/2017 - Present
MML Investors Services, LLC (Marlton NJ)
NJ
01/07/1987 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MARLTON NJ)
NJ
12/27/1982 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MARLTON NJ)
BC
Issued 04/03/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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