Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Walsh is a registered representative of J.P. Morgan Securities LLC and has been in the industry since March 8, 2012. Eric holds a Series 7, Series 66, SIE, and Series 99TO license and is licensed to provide securities and investment advisory services in 53 states and the District of Columbia. Eric is currently registered as a broker-dealer with J.P. Morgan Securities LLC, and as an Investment Advisor Representative in Ohio and Texas. Previously, Eric was employed with PNC Investments and Wells Fargo Advisors. Eric specializes in providing financial planning, portfolio management, and pension consulting services. Eric also works as a sports referee for the Grove City Parks and Recreation department.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
06/07/2017 - Present
J.p. Morgan Securities LLC (Westerville OH)
OH
12/20/2012 - 05/08/2017
PNC INVESTMENTS (COLUMBUS OH)
OH
11/01/2011 - 08/14/2012
WELLS FARGO ADVISORS, LLC (COLUMBUS OH)
BOTH
Issued 04/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Eric Walsh is the right advisor for you? Invested Better is here to help.
