Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Payne is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Eric has been in the industry since 2000 and has a Series 66, Series 7, Series 31, and SIE license. Eric has been registered in 49 states and the District of Columbia. Eric's current registrations include Florida, Indiana, and Texas. Eric has 46 approved state registrations and 3 approved IA state registrations. Eric also has 7 approved SRO registrations and 1 approved FINRA registration. Eric is a registered representative in the state of Indiana. Eric has experience working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals. Eric's firm has approximately $10 billion - $50 billion in assets under management. The firm's regulatory assets under management are $1.3 trillion, with $344 billion being discretionary. The firm has 2,911,578 total accounts, 730,188 of which are discretionary. The firm provides advisory services such as performance measurement reports, allocation modeling, IPS, research reports and services, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
IN
01/07/2004 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (INDIANAPOLIS IN)
BOTH
Issued 01/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/29/1999
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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