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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Saddler is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Miamisburg, Ohio. Eric has been in the industry since 1998 and has extensive experience serving clients in a variety of capacities, including individuals, businesses, and institutional clients. Eric holds Series 7, 24, 31, and 63 licenses as well as a Series 65 license. Eric has a proven track record of providing high-quality financial advice and customizes investment strategies to meet the specific needs of each client. Eric is committed to providing clients with the highest level of service and support.
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
OH
04/03/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMISBURG OH)
OH
06/22/2012 - 03/27/2023
FIFTH THIRD SECURITIES, INC. (OAKWOOD OH)
OH
03/03/2008 - 06/11/2012
KEY INVESTMENT SERVICES LLC (KETTERING OH)
OH
01/19/2007 - 03/03/2008
SECURITIES AMERICA, INC. (SPRINGBORO OH)
OH
03/22/2006 - 01/25/2007
AXA ADVISORS, LLC (CENTERVILLE OH)
OH
04/17/2002 - 11/11/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
05/14/1999 - 04/19/2002
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
09/05/1997 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
IA
Issued 05/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/04/1997
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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