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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 Messner is a financial advisor with over 25 years of experience in the industry. Eric is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Eric is also registered in 15 states, including Michigan, Texas, Florida and New York. Eric is a Series 63, Series 65 and Series 7 licensed advisor. Eric has previously been employed with firms such as Cambridge Investment Research, Inc., Commonwealth Financial Network and Securities America, Inc. Eric has a history of working with individuals, high-net-worth individuals, charitable organizations, corporations, businesses, and pension plans. Eric specializes in financial planning, portfolio management, and consulting.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
05/02/2022 - Present
LPL Financial LLC (NOVI MI)
MI
08/08/2001 - 05/06/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Novi MI)
MA
04/20/2001 - 08/08/2001
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
OH
02/13/2000 - 04/23/2001
SKY INVESTMENTS, INC. (BRYAN OH)
NE
04/06/1999 - 02/15/2000
SECURITIES AMERICA, INC. (LAVISTA NE)
SC
10/10/1997 - 04/14/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
06/11/1997 - 10/21/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/11/1997 - 10/21/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/07/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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