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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 Perich is a financial advisor with Concourse Financial Group Securities, Inc. Eric has been in the financial services industry since October 2006 and has a broad range of experience serving individuals, corporations, and investment companies. Eric holds the Series 7, 63, 65, and 24 licenses, as well as the SIE exam. Eric is also a Certified Financial Planner. Eric is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AL
10/01/2019 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
MN
12/11/2015 - 09/24/2019
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MI
07/02/2015 - 11/05/2015
INVEST FINANCIAL CORPORATION (BRIGHTON MI)
MN
10/05/2009 - 06/19/2015
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MI
10/01/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (DETROIT MI)
MI
10/06/2006 - 10/01/2007
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
IA
Issued 04/08/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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