Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Michael Delvo is a financial advisor at LPL Financial LLC. Eric is registered with the state of Illinois as a registered representative and an investment advisor. Eric has been in the financial industry since August 2019. Eric is a Series 7, Series 63, and Series 65 licensed advisor. Prior to joining LPL Financial LLC, Eric was employed by MML Investors Services, LLC. Eric is also affiliated with Insurance Design Network. The firm's office location is at 619 SW WATER ST STE 3C in Peoria, Illinois.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
11/30/2023 - Present
LPL Financial LLC (PEORIA IL)
IL
08/14/2019 - 05/18/2021
MML INVESTORS SERVICES, LLC (PEORIA IL)
IA
Issued 11/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Eric Delvo is the right advisor for you? Invested Better is here to help.
