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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 William D'dio is a registered investment advisor representative with Osaic Institutions, Inc. Eric has been in the securities industry since 1998 and has a strong background in financial planning and investment management. Eric holds multiple licenses, including Series 7, 63, 65 and 66 and is qualified to provide financial advice to individuals, families, and corporations. Osaic Institutions, Inc. is a registered investment advisor firm that provides a variety of services to its clients, including financial planning, investment management, and retirement planning. The firm has a strong focus on providing personalized financial advice and solutions to its clients. Eric is dedicated to helping clients 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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
MD
11/01/2013 - Present
Osaic Institutions, Inc. (Baltimore MD)
MD
08/03/2011 - 11/04/2013
PNC INVESTMENTS (BALTIMORE MD)
MD
08/21/2000 - 07/29/2011
SUNTRUST INVESTMENT SERVICES, INC. (ADELPHI MD)
PA
10/19/1998 - 06/24/1999
FIRST LIBERTY INVESTMENT GROUP, INC. (PHILADELPHIA PA)
NY
08/10/1994 - 02/29/1996
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 03/14/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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