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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 Michael Gerhard is a registered investment advisor representative at MML Investors Services, LLC. Eric is registered with the state of Connecticut and Texas. Eric has been in the industry since 2008 and has been with MML Investors Services, LLC since 2017. Previously, Eric worked at MSI Financial Services, Inc.. Eric holds the Series 6, Series 7, Series 63, and Series 65 licenses. Eric also holds the SIE license. Eric offers a wide range of financial services, including asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. Eric is also licensed to sell insurance and is an independent insurance agent.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CT
01/11/2022 - Present
MML Investors Services, LLC (SHELTON CT)
NY
03/24/2008 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ELMSFORD NY)
IA
Issued 02/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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