Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Trimble is a financial advisor with over 30 years of experience in the industry. Eric has been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2002. Previously, Eric held positions at Wachovia Securities, LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company. Eric has a strong track record of providing investment advice and portfolio management services to individual investors, businesses, and institutions. Eric holds Series 7, 9, 10, 63, and 65 securities 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.
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
PA
11/13/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (YARDLEY PA)
PA
04/25/2003 - 11/10/2008
WACHOVIA SECURITIES, LLC (LANGHORNE PA)
NY
02/20/2002 - 04/22/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
12/06/1993 - 02/21/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/06/1993 - 02/21/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
02/05/1993 - 03/23/1993
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 3/1/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 5/2/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/3/1993
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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