Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Sharpe is a financial advisor with over 8 years of experience in the industry. Eric is registered with MML Investors Services, LLC and currently holds licenses for Series 63, Series 65, and Series 7. Prior to joining MML Investors Services, LLC Eric has worked with several other firms including MSI Financial Services, Inc., Northwestern Mutual Investment Services, LLC, and Securian Financial Services, Inc. Eric's specialties include financial planning, asset allocation programs, portfolio management for individuals and businesses, and educational seminars. Eric has a strong commitment to providing his clients with personalized financial advice and guidance.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
02/26/2018 - Present
MML Investors Services, LLC (NEWTOWN SQUARE PA)
PA
03/24/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEWTOWN SQUARE PA)
PA
09/23/2014 - 02/08/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RADNOR PA)
DE
11/06/2013 - 03/20/2014
SECURIAN FINANCIAL SERVICES, INC. (NEWARK DE)
IA
Issued 02/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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