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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Mozur is a financial advisor at Robert W. Baird & Co. Inc. located in Ambridge, Pennsylvania. Eric has over 10 years of experience in the financial services industry. Eric has a wide range of experience in the financial services industry, including investment advisory and brokerage services. Eric holds the Series 7, Series 66, Series 86, and Series 87 securities licenses. Eric is registered in the following states: Arizona, California, Colorado, Florida, Maryland, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Texas, Utah, Virginia, and Washington. Eric also holds an Investment Advisor Representative registration in Florida, Pennsylvania, and Texas. Eric specializes in providing financial advice to individuals, high net worth individuals, corporations, and other businesses. Eric is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
PA
12/14/2022 - Present
Robert W. Baird & Co. Inc. (Ambridge PA)
PA
05/08/2013 - 10/21/2022
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
BOTH
Issued 06/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2015
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/10/2014
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 05/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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