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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 Picard is a financial advisor with Fidelity Personal and Workplace Advisors. He is registered as a Broker/Dealer and Investment Advisor Representative. He is currently registered to provide investment advice and securities services in Illinois and Texas. Prior to joining Fidelity Personal and Workplace Advisors, Eric Michael Picard was employed by Northwestern Mutual Investment Services, LLC, in Chicago, Illinois. Eric Michael Picard specializes in providing financial planning, educational seminars and selection of other advisors, as well as portfolio management services for individuals and businesses.
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.
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.
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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2
IL
07/10/2023 - Present
Fidelity Personal AND Workplace Advisors (CHICAGO IL)
IL
05/04/2022 - 03/28/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)
BOTH
Issued 06/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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