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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Moore is a registered investment advisor representative with SPC, a firm headquartered in Ann Arbor, MI. Eric Moore is also registered as an investment advisor representative with SPC in Florida. He began his career in the financial services industry in 2008. Eric Moore has held previous positions at THE GMS GROUP, LLC, Metlife Securities Inc., MML INVESTORS SERVICES, LLC, MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, PEAK BROKERAGE SERVICES, LLC, and BLACKRIDGE ASSET MANAGEMENT, LLC. He specializes in working with high-net-worth individuals, corporations and businesses, and charitable organizations. Eric Moore holds Series 63, Series 66, Series 7, and SIE licenses.
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.
Consultation 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.
Seminar attendance fees
1
2
MI
10/19/2023 - Present
SPC (ANN ARBOR MI)
FL
02/03/2020 - 10/11/2023
PEAK BROKERAGE SERVICES, LLC (JUPITER FL)
FL
03/25/2017 - 02/05/2020
MML INVESTORS SERVICES, LLC (Miami FL)
FL
01/27/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CORAL GABLES FL)
FL
06/04/2008 - 01/26/2016
THE GMS GROUP, LLC (BOCA RATON FL)
BOTH
Issued 08/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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