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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erick? Claim Your ProfileErick Jovan Cordova is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Palm Beach Gardens, Florida. Erick has been in the financial services industry since 2008. Erick specializes in providing investment advisory services to high-net-worth individuals, corporations, and other businesses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
07/26/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PALM BEACH GARDENS FL)
FL
05/25/2016 - 03/02/2022
J.P. MORGAN SECURITIES LLC (VERO BEACH FL)
FL
09/09/2013 - 02/02/2016
PNC INVESTMENTS (VERO BEACH FL)
FL
10/20/2008 - 08/20/2013
WELLS FARGO ADVISORS, LLC (VERO BEACH FL)
BOTH
Issued 06/10/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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