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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 Bokesch is an investment advisor representative at Mariner Wealth. Eric has been in the industry for over 20 years and has experience with a variety of financial services firms. Previously, Eric was with MSEC, LLC, Securities America, Inc., Cambridge Investment Research, Inc., and Nationwide Investment Services Corporation. Eric is licensed to provide investment advice in Ohio and is a registered representative. Eric also specializes in providing financial planning and other advisory services.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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OH
09/28/2021 - Present
Mariner Wealth (WEST CHESTER OH)
OH
09/27/2021 - 08/28/2024
MSEC, LLC (West Chester OH)
OH
11/13/2019 - 09/24/2021
SECURITIES AMERICA, INC. (WEST CHESTER OH)
OH
07/16/2018 - 10/09/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (CINCINNATI OH)
OH
06/22/2011 - 07/03/2018
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
03/04/2009 - 06/09/2011
INVEST FINANCIAL CORPORATION (WORTHINGTON OH)
WI
01/03/2008 - 12/11/2008
HARTFORD EQUITY SALES COMPANY INC. (JANESVILLE WI)
OH
09/15/2003 - 10/29/2007
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
NJ
09/11/2001 - 09/15/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 07/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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