Unclaimed
Eric Dobrzynski is a financial advisor with Missionsquare Retirement, based in Washington, DC. Eric has been working in the financial industry since 2008. He holds Series 7 and 63 securities licenses and a Series 65 investment advisor license. Eric's primary responsibilities are portfolio management for individuals and businesses. Eric provides advice on a wide range of financial matters, including retirement planning, college savings, and investment strategies. He is committed to helping clients achieve their financial goals. Eric has worked with clients from a variety of backgrounds and has a proven track record of success.
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.
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.
1
2
DC
03/30/2023 - Present
Missionsquare Retirement (WASHINGTON DC)
MI
11/05/2018 - 02/25/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Bay City MI)
MI
09/20/2013 - 11/06/2018
SECURITIES AMERICA, INC. (BAY CITY MI)
MI
10/25/2012 - 10/03/2013
NATIONAL PLANNING CORPORATION (BAY CITY MI)
MI
06/09/2010 - 10/17/2012
NATIONAL PLANNING CORPORATION (MACOMB MI)
MI
12/03/2008 - 05/20/2010
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
IA
Issued 09/07/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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