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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 Davidson is a financial advisor with Aegis Capital Corp. based in Portland, Oregon. Eric has been in the industry since May 1996 and has a wide range of experience, having worked for several prominent firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Eric specializes in financial planning and portfolio management for individuals and businesses. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 3, 6, 7, 24, 63 and 65 licenses. Eric has also worked for Paulson Investment Company, Inc. and M. S. Howells & Co. in the past.
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.
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.
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2
OR
07/15/2015 - Present
Aegis Capital Corp. (PORTLAND OR)
OR
04/02/2012 - 07/07/2015
JHS CAPITAL ADVISORS, LLC (PORTLAND OR)
OR
02/17/2004 - 04/11/2012
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
AZ
06/30/2003 - 02/17/2004
M. S. HOWELLS & CO. (SCOTTSDALE AZ)
NJ
05/18/2001 - 07/21/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
08/13/1997 - 05/23/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
OR
05/28/1996 - 08/29/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
IA
Issued 05/22/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2003
Series 3 - National Commodity Futures Examination
BC
Issued 08/20/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/24/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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