Eric Giosa (CRD# 6430015) is an Investment Advisor Representative working at Lincoln Investment in Farmington Hills, MI and has over 8 years of experience in the finance industry.
CRD# 2410444
Lincoln Financial Advisors Corporation
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5616108
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment Planning LLC | Wyncote, PA | Jan 2016 - Current | 8 |
| Consolidated Financial | Southfield, MI | Jan 2016 - Current | 8 |
| Core Group Usa | Fort Wayne, IN | Jul 2015 - Nov 2015 | < 1 |
| Kevin Nast | Northville, MI | Aug 2015 - Oct 2015 | < 1 |
| Transamerica Financial Advisors, Inc. | Northville, MI | Mar 2015 - Oct 2015 | < 1 |
| Student | Novi, MI | Jan 2015 - Mar 2015 | < 1 |
| Total Package Hockey | Huntsville, AL | Apr 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
- MI
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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