Unclaimed
Eric Reed is a financial advisor registered with MML Investors Services, LLC. Eric has been in the financial services industry for over 8 years. Eric is licensed to provide financial advice in Oklahoma, Texas, and California. Eric also offers a variety of other financial products and services including insurance sales.
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
TX
03/16/2023 - Present
MML Investors Services, LLC (McKinney TX)
TX
04/30/2015 - 09/27/2022
NYLIFE SECURITIES LLC (DALLAS TX)
IA
Issued 02/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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