Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Picard is an investment professional with over 30 years of experience in the financial services industry. Eric has a broad range of experience and is currently registered with J.p. Morgan Securities LLC in Westport, CT. Eric has also previously worked with MFS Fund Distributors, INC., INVEST FINANCIAL CORPORATION, LIBERTY SECURITIES CORPORATION, INDEPENDENT FINANCIAL SECURITIES, INC., GNA SECURITIES, INC., and CIGNA SECURITIES, INC..
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CT
11/21/2019 - Present
J.p. Morgan Securities LLC (WESTPORT CT)
MA
03/27/1998 - 07/05/2017
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
WI
05/30/1997 - 03/16/1998
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
08/23/1996 - 05/30/1997
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
11/04/1994 - 05/30/1997
INDEPENDENT FINANCIAL SECURITIES, INC.
VA
01/16/1991 - 12/02/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
PA
11/21/1989 - 04/01/1991
CIGNA SECURITIES, INC. (RADNOR PA)
IA
Issued 05/08/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/16/1989
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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