Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Dash is a financial advisor with Edward Jones, a well-established firm with a strong reputation for client service. Eric is a Certified Financial Analyst (CFA) and has been in the industry since 2014. Eric has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Eric offers a range of financial services, including financial planning, portfolio management, and retirement planning. Eric is dedicated to helping clients achieve their financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
WA
03/04/2022 - Present
Edward Jones (EDMONDS WA)
WA
08/02/2018 - 02/21/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SEATTLE WA)
WA
01/31/2011 - 07/11/2013
D.A. DAVIDSON & CO. (SEATTLE WA)
CA
12/19/2002 - 06/16/2004
SVB SECURITIES, A NON-BANK AFFILIATE OF SILICON VALLEY BANK (SAN FRANCISCO CA)
BC
Issued 08/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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