Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Miracle is a financial advisor with over 20 years of experience in the industry. Eric currently works at Robert W. Baird & Co. Inc. as a registered representative. Previously, Eric worked at PFS Investments Inc. and Primerica Financial Services. Eric has a Series 63, Series 65, and Series 7TO licenses. Eric holds a state license in Kentucky and Wisconsin. Eric provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies and portfolio management for pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
KY
03/20/2024 - Present
Robert W. Baird & Co. Inc. (Lexington KY)
OH
11/02/2022 - 02/12/2024
PFS INVESTMENTS INC. (CENTERVILLE OH)
IA
Issued 03/15/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/01/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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