Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Benes is a financial professional with over 10 years of experience in the financial industry. Eric is currently registered as a broker-dealer and an investment advisor representative with Midwestern Securities Trading Company, LLC. Eric has a strong track record of success in providing investment advice and financial planning services to a wide range of clients, including high-net-worth individuals, corporations and other 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.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for 401(k) retirement plans defined in section 3(38) of erisa rules
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.
A percentage of assets under 3rd party management
1
2
IL
08/07/2023 - Present
Midwestern Securities Trading Company, LLC (EAST PEORIA IL)
OH
05/01/2021 - 10/27/2021
CHARLES SCHWAB & CO., INC. (Richfield OH)
IA
Issued 02/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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