Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Milhoua is a financial advisor at Edward Jones. He has been in the financial industry since 2008, working for various firms including UBS Securities LLC, AIG Financial Securities Corp., and Wells Fargo Securities, LLC before joining Edward Jones. Eric holds the Series 7, 63, 66 and 24 licenses. Eric's areas of focus are retirement planning, college savings, and estate planning. Eric is dedicated to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
RI
07/05/2022 - Present
Edward Jones (WESTERLY RI)
NY
09/04/2014 - 12/13/2017
WELLS FARGO SECURITIES, LLC (NEW YORK NY)
NY
05/07/2009 - 05/08/2014
UBS SECURITIES LLC (NEW YORK NY)
CT
04/25/2007 - 05/08/2009
AIG FINANCIAL SECURITIES CORP. (WILTON CT)
BOTH
Issued 06/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Eric Milhoua is the right advisor for you? Invested Better is here to help.
