Unclaimed
Eric Messer is a financial advisor with Northwestern Mutual Investment Services, LLC. Eric has been working in the financial services industry since 2016. Eric has a Series 7, Series 66 and Series 9 license. Eric has worked at several firms including Edward Jones, E*TRADE Securities LLC, Suntrust Investment Services, Inc., and Morgan Stanley.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
GA
04/22/2024 - Present
Northwestern Mutual Investment Services, LLC (PEACHTREE COR GA)
GA
03/10/2023 - 03/21/2024
MORGAN STANLEY (Alpharetta GA)
GA
11/03/2020 - 09/05/2023
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
11/04/2019 - 10/27/2020
SUNTRUST INVESTMENT SERVICES, INC. (ATHENS GA)
GA
01/18/2017 - 11/08/2019
EDWARD JONES (BOGART GA)
GA
03/04/2016 - 10/18/2016
WOODBURY FINANCIAL SERVICES, INC. (KENNESAW GA)
BOTH
Issued 04/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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