Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Pratt is a financial advisor in Southfield, Michigan with over 28 years of experience in the financial industry. Eric currently is a Registered Representative at CIG Asset Management, Inc. Prior to joining CIG, Eric was a Financial Advisor at Ameriprise Financial Services, Inc. Eric has been a part of several firms throughout their career, including Morgan Stanley Smith Barney, UBS Financial Services Inc., Kidder, Peabody & Co. Incorporated, and Olde Discount Corporation. Eric holds Series 7, 31, and 66 licenses. Eric specializes in working with High Net Worth Individuals, Pooled Investment Vehicles and Pension and Profit-Sharing Plans.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MI
03/13/2019 - Present
CIG Asset Management, Inc. (SOUTHFIELD MI)
MI
10/25/2016 - 02/08/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Troy MI)
MI
06/01/2009 - 10/21/2016
MORGAN STANLEY (BLOOMFIELD HILLS MI)
MI
02/22/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BIRMINGHAM MI)
MI
01/28/1995 - 03/03/2008
UBS FINANCIAL SERVICES INC. (TROY MI)
NY
07/09/1993 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
MI
02/03/1992 - 11/03/1992
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 12/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 01/31/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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