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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 Montgomery is a financial advisor with SPC based in Ann Arbor, MI. Eric has been a financial advisor since March 6, 2013, and has experience with Key Investment Services, LPL Financial, First Command Financial Planning, and BBVA Securities. Eric specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Eric also provides educational seminars and consultation services to clients.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
07/06/2023 - Present
SPC (ANN ARBOR MI)
CO
02/02/2021 - 04/12/2023
LPL FINANCIAL LLC (GREENWOOD VILLAGE CO)
CO
05/13/2019 - 01/19/2021
KEY INVESTMENT SERVICES LLC (Denver CO)
GA
07/16/2018 - 03/04/2019
FIRST COMMAND FINANCIAL PLANNING, INC. (COLUMBUS GA)
CO
09/30/2015 - 07/09/2018
KEY INVESTMENT SERVICES LLC (PARKER CO)
CO
12/23/2014 - 09/18/2015
BBVA SECURITIES INC. (DENVER CO)
CO
09/27/2013 - 10/20/2014
PRUCO SECURITIES, LLC. (ENGLEWOOD CO)
CO
08/27/2012 - 08/27/2013
NYLIFE SECURITIES LLC (DENVER CO)
BOTH
Issued 07/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/24/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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