Unclaimed
Eric Hilgart is a financial advisor with LPL Financial LLC. Eric has been in the financial services industry since 2004. He has a Series 6, 7, 63, and 66 license. Eric has experience working with individual investors, high net worth individuals, corporations, and charitable organizations. Eric is committed to providing his clients with personalized financial advice and guidance. He helps clients with financial planning, retirement planning, investment management, and estate planning. Eric is committed to providing his clients with the highest level of service and integrity.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
03/26/2021 - Present
LPL Financial LLC (FOX RIVER GROVE IL)
IL
09/12/2008 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (CARY IL)
IL
07/06/2005 - 05/02/2008
CHASE INVESTMENT SERVICES CORP. (STREAMWOOD IL)
IL
03/30/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 03/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/21/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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