Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Mason Burns is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in LOS ANGELES, CA, serving clients in both the brokerage and investment advisory capacity. Eric has more than 7 years of experience in the financial industry. Eric is licensed to sell securities in 38 states and is registered with the Financial Industry Regulatory Authority (FINRA). Eric offers a variety of financial services to clients, including portfolio management, financial planning, educational seminars, and research reports. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Eric was an advisor with UBS Financial Services Inc. Eric is committed to providing his clients with personalized financial advice and guidance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
07/15/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LOS ANGELES CA)
VA
05/12/2014 - 09/06/2018
UBS FINANCIAL SERVICES INC. (VIENNA VA)
NY
06/04/2013 - 07/08/2013
T3 TRADING GROUP, LLC (NEW YORK NY)
DC
10/24/2011 - 05/24/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
BOTH
Issued 06/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 10/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Eric Burns is the right advisor for you? Invested Better is here to help.
