Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Paul Eimen is a registered investment advisor with William Blair, a firm with offices in Chicago, IL and Crystal Lake, IL. Eric has been in the financial services industry since 1998. Eric has licenses for securities, and investment advisory in Illinois and other states including California, Florida, Kentucky, Massachusetts, Michigan, Nevada, Ohio, South Carolina, Tennessee, Texas and Wisconsin. Eric has earned the Series 6, Series 7, Series 63 and Series 66 licenses. Eric specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Eric also provides financial planning and selection of other advisors services.
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.
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.
Equity research 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.
1
2
IL
11/15/2022 - Present
William Blair (CHICAGO IL)
WA
12/09/2000 - 03/12/2001
HARRIS INVESTORLINE INC. (SEATTLE WA)
IL
04/15/2000 - 12/09/2000
HARRIS INVESTORLINE (CHICAGO IL)
IL
11/06/1998 - 04/15/2000
HARRIS INVESTORS DIRECT, INC. (CHICAGO IL)
BOTH
Issued 05/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/27/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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