Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Blockhus is an investment advisor representative registered with LPL Financial LLC. Eric has been working in the financial industry since March 15, 1982. He is currently registered in 14 states and has passed the Series 1, 7TO, 6TO, SIE, 63, 66, and 24 exams. Previously, he was employed by Quick & Reilly, Inc., Waddell & Reed, Inc., Charles Schwab & Co., Inc., Rocky Mountain Securities & Investments, Inc., Washington Square Securities, Inc., National Securities Network, Inc., Richey, Frankel & Company, and Travelers Equities Sales, Inc. Eric has a focus on providing investment advice to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and investment clubs.
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.
Consulting and other non-discretionary advisory services
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
CO
10/28/2004 - Present
LPL Financial LLC (BOULDER CO)
NY
03/04/2003 - 09/22/2004
QUICK & REILLY, INC. (NEW YORK NY)
KS
04/19/2001 - 03/06/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
TX
02/25/2000 - 04/12/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CO
04/15/1986 - 01/18/2000
ROCKY MOUNTAIN SECURITIES & INVESTMENTS, INC. (DENVER CO)
CT
06/01/1995 - 10/16/1996
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NA
05/26/1984 - 04/19/1986
NATIONAL SECURITIES NETWORK, INC.
NA
06/30/1982 - 05/30/1984
RICHEY, FRANKEL & COMPANY
NA
07/24/1972 - 01/20/1973
TRAVELERS EQUITIES SALES, INC.
BOTH
Issued 04/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/1984
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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