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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 Towell is a financial advisor currently registered with Mariner Wealth Advisors. Eric has been in the financial services industry since 1997 and has held previous roles with firms such as Edward Jones, Empire Asset Management Company, and Invesco Distributors, Inc.. Eric is a Certified Financial Planner and holds Series 7, 63, 65 and SIE licenses. Eric specializes in financial planning, portfolio management, and pension consulting.
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.
Family office services
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.
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KY
12/18/2023 - Present
Mariner Wealth (Louisville KY)
NY
05/21/2021 - 08/30/2022
EMPIRE ASSET MANAGEMENT COMPANY (NEW YORK NY)
PA
01/22/2018 - 05/25/2021
EDWARD JONES (BETHEL PARK PA)
TX
06/01/2010 - 12/07/2017
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
TX
02/28/2006 - 06/01/2010
VAN KAMPEN FUNDS INC. (HOUSTON TX)
PA
04/13/2004 - 01/06/2006
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NY
10/05/2000 - 02/27/2004
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
MA
07/29/1999 - 02/11/2000
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
CT
05/12/1998 - 05/10/1999
PILGRIM SECURITIES, INC. (WINDSOR CT)
TX
09/12/1997 - 05/21/1998
VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 02/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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