Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Miles is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Eric has over 20 years of experience in the financial services industry. Eric is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 9, Series 10, Series 31 and Series 66 licenses. Eric is also a registered Investment Advisor Representative in Michigan and Texas. Eric provides a wide range of financial services to individuals, businesses and institutions. These services include portfolio management, financial planning, retirement planning, and estate planning. Eric is committed to providing his clients with personalized financial advice that meets their unique needs.
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
MI
04/16/2001 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PORTAGE MI)
BOTH
Issued 08/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/17/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 02/14/2001
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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