Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric R. MacVittie is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been working in the financial services industry since 2008. Eric has experience working at Ameriprise Financial Services, Inc. and Bank of America, N.A. Eric is registered in 21 states and the District of Columbia. Eric has earned the Series 7, SIE, and Series 66 licenses. Eric specializes in providing financial services to individuals, businesses, pension plans, and charitable organizations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CO
07/07/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DENVER CO)
VA
06/09/2010 - 07/05/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIENNA VA)
VA
06/24/2008 - 08/14/2008
AMERIPRISE FINANCIAL SERVICES, INC. (RICHMOND VA)
BOTH
Issued 07/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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