Unclaimed
Eric Michael Bukovac is a financial advisor at William Blair. Eric has been in the financial industry since 2016. He holds a Series 63, Series 79, and SIE licenses. He has been registered in Illinois and North Carolina since 2021. Eric's previous experience includes working at Fidus Securities, LLC. He provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors.
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.
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.
Equity research 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.
1
2
NC
09/08/2021 - Present
William Blair (CHARLOTTE NC)
NC
02/02/2016 - 08/09/2021
FIDUS SECURITIES, LLC (CHARLOTTE NC)
BC
Issued 02/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Bukovac is the right advisor for you? Invested Better is here to help.