Eric Harley personal email
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Experienced Private Client Advisor with a demonstrated history of working in the financial services industry. Skilled in Corporate Social Responsibility, Sales, Securities, Market Research, and Mutual Funds. Strong finance professional with a BS focused in Marketing from Southeastern University. Comment User DatePlease add the following disclosures to the About section of the LinkedIn profile:Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA (www.finra.org) / SIPC (www.sipc.org). Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Merrick Financial Group is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2582. https://brokercheck.finra.org. Investor Disclosures: https://www.kestrafinancial.com/disclosures
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Financial PlannerMerrick Financial Group Llc Sep 2014 - Present -
Financial PlannerMerrick Financial Group Llc Jan 2014 - Sep 2019Created and implemented financial education training program for High ($500,000) & Ultra Net worth (S1,000,000) * Build and maintain relationships with a network of partner relationships (unions, nonprofits, civic groups, and other organizations * Developed and administered a financial education training program for the NYPD Prepared responses to Request for Proposals (RFP) of $2,000,000 or higher for Institutional Clients and Prospects * Partnered with wholesalers to implement client events * Evaluate financial needs, goals and risk appetite * Develop client-friendly formidable and detailed financial plan * Provide expert financial services to a portfolio of major accounts * Consult with prospect and existing clients to grow business * Evaluate business needs and deliver comprehensive financial planning and other service solutions -
Private Client AdvisorJpmorgan Chase Bank N. A. Sep 2019 - Present
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DirectorLegg Mason Jan 2000 - Jan 2014San Mateo, California, UsExternal wholesaler for the New York region -
Senior Vice PresidentCitigroup Asset Management Jan 1999 - Jun 2006External Wholesaler
Eric Harley Skills
Eric Harley Education Details
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Southeastern UniversityMarketing
Frequently Asked Questions about Eric Harley
What company does Eric Harley work for?
Eric Harley works for Merrick Financial Group Llc
What is Eric Harley's role at the current company?
Eric Harley's current role is Partner Merrick Financial Group.
What is Eric Harley's email address?
Eric Harley's email address is jh****@****aol.com
What schools did Eric Harley attend?
Eric Harley attended Southeastern University.
What skills is Eric Harley known for?
Eric Harley has skills like Investments, Series 7, Mutual Funds, Finance, Asset Allocation, Wealth Management, Financial Planning, Asset Management, Leadership Development, Financial Services, Financial Analysis, Retirement Planning.
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