Unclaimed
Eric Sellars Loy is a financial advisor currently registered with Benjamin F. Edwards & Company, Inc. in St. Louis, Missouri. Eric has been a financial advisor since January 1999. Eric has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Eric offers financial planning, portfolio management, and selection of other advisors.
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.
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.
1
2
MO
05/24/2019 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
IA
01/01/2008 - 05/01/2017
WELLS FARGO CLEARING SERVICES, LLC (DAVENPORT IA)
IA
08/01/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DUBUQUE IA)
MO
06/27/2001 - 07/08/2002
FFP SECURITIES, INC. (CHESTERFIELD MO)
NJ
01/03/2000 - 06/22/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MO
06/08/1999 - 01/03/2000
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
NY
12/16/1998 - 06/10/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 04/04/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/12/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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