Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Lovas is a financial professional with over 24 years of experience in the financial services industry. Eric is a registered representative and investment advisor representative. Eric is currently employed with MML Investors Services, LLC. Previously Eric was employed with Wells Fargo Clearing Services, LLC, BANC of America Investment Services, INC., QUICK & REILLY, INC., FIS SECURITIES, INC., and MONY SECURITIES CORP. Eric has been registered with the state of Connecticut since 2019, and also holds registrations in several other states. Eric has passed the Series 6, 7, 24, 63 and 65 exams. Eric is a licensed insurance agent, and holds several specializations. Eric is a trusted advisor to individuals, families, businesses and institutions. Eric provides a wide range of financial services, including financial planning, asset allocation programs, portfolio management, and pension consulting. Eric is committed to providing his clients with personalized financial advice and guidance.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CT
01/11/2019 - Present
MML Investors Services, LLC (SHELTON CT)
CT
09/18/2009 - 01/08/2019
WELLS FARGO CLEARING SERVICES, LLC (NORWALK CT)
CT
10/20/2004 - 09/21/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WESTPORT CT)
NY
09/25/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
08/19/1998 - 09/25/2000
FIS SECURITIES, INC. (BOSTON MA)
NY
12/07/1995 - 08/31/1998
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 05/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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