Unclaimed
Eric Manson is an investment advisor representative with Eagle Strategies LLC based in Macon, GA. Eric has been in the industry since 2010. Eric has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Eric is registered with FINRA and the state of Georgia and is active in both broker-dealer and investment advisor roles. Eric is licensed to offer financial planning and portfolio management services for individuals and businesses. Eric also works as a broker for insurance and is a board member for a non-profit organization.
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.
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.
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GA
05/01/2019 - Present
Eagle Strategies LLC (MACON GA)
GA
01/18/2010 - 01/16/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MACON GA)
BOTH
Issued 3/9/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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