Unclaimed
Eric Esch is a registered Investment Advisor Representative with State Farm Investment Management Corp. Eric has been in the industry since 2012. Eric is licensed to offer investment advice in Illinois, Indiana, and Wisconsin. Eric has successfully passed the Series 6, 63, and 65 exams. Eric is also a licensed insurance agent with Eric Esch's Insurance Agency and Premier Agency Solutions, LLC. Eric is an active member of the financial services community and is committed to providing clients with personalized financial advice and services.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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2
IL
04/05/2021 - Present
State Farm Investment Management Corp. (Arlington Heights IL)
IA
Issued 03/12/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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