AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
EW

Eric D. Williamson

Some features on this profile are disabled
CRD#: 1359921
EW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Eric Dean Williamson, who also goes by Eric (entertainment) Dean, Eric Dean, Eric Williamson, was a registered financial professional .

Eric is a previously registered financial professional and started their career in finance in 1985. Eric had worked at 19 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Eric (entertainment) Dean | Eric Dean | Eric Williamson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 9, 2015 - February 1, 2016

MULTI-BANK SECURITIES, INC.

BD
CRD#: 22098
SOUTHFIELD, MI
Past

March 20, 2014 - March 18, 2015

ROBOTIC TRADING ADVISORS, LLC

RIA
CRD#: 168687
SCOTTSDALE, AZ
Past

May 31, 2013 - December 4, 2013

INTERNATIONAL ASSETS ADVISORY, LLC

BD
CRD#: 10645
ORLANDO, FL
Past

May 10, 2013 - December 4, 2013

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 144426
ORLANDO, FL
Past

July 9, 2009 - April 18, 2011

TD AMERITRADE, INC.

RIA
CRD#: 7870
FORT WORTH, TX
Past

July 9, 2009 - April 18, 2011

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
FT WORTH, TX
Past

July 9, 2009 - April 18, 2011

TD AMERITRADE, INC.

BD
CRD#: 7870
FORT WORTH, TX
Past

July 11, 2008 - April 30, 2009

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
HOUSTON, TX
Past

July 11, 2008 - April 30, 2009

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
HOUSTON, TX
Past

March 3, 2005 - July 24, 2008

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
HOUSTON, TX
Past

December 17, 2004 - July 24, 2008

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
HOUSTON, TX
Past

December 7, 1995 - December 6, 2004

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

March 4, 1994 - August 23, 1994

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

December 10, 1993 - January 13, 1994

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

July 31, 1991 - December 23, 1991

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

May 18, 1991 - June 20, 1991

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

March 20, 1990 - October 1, 1990

FIRST MIDWEST CAPITAL CORP.

BD
CRD#: 18499
Past

March 20, 1987 - October 27, 1987

PIM FINANCIAL SERVICES, INC.

BD
CRD#: 10547
Past

July 17, 1986 - September 16, 1986

MOORE & SCHLEY, CAMERON & CO.

BD
CRD#: 6917
Past

July 1, 1986 - September 16, 1986

GMS GROUP

BD
CRD#: 8000
Past

May 13, 1986 - July 3, 1986

JOHNSON & JOUNET SECURITIES

BD
CRD#: 10628
Past

November 14, 1985 - February 5, 1986

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
Past

June 19, 1985 - November 5, 1985

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/23/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


MS
MULTI-BANK SECURITIES, INC.
MULTI-BANK SECURITIES, INC.

CRD#: 22098 / SEC#: , 8-39547

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1000 Town Center #2300, Southfield, MI 48075
Mailing Address
1000 Town Center #2300, Southfield, MI 48075
Phone number
(248) 291-1100
Established
Michigan since 08/17/1987
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MULTI-BANK SERVICES, LTD.SOLE SHAREHOLDER
DREWS, MICHAEL WAYNEVICE CHAIRMAN1664216
ELSNER, MERLIN AUBERONCCO5593423
KARSNER, MICHAEL STEPHENCHIEF FINANCIAL OFFICER/TREASURER5751851
MACCAGNONE, DAVID THOMASCEO, CHAIRMAN811479
MACCAGNONE, JEFFERY THOMASPRESIDENT/SECRETARY2077369

Disclosures


Regulatory Event4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MULTI-BANK SECURITIES, INC.

CRD#: 22098

TRUST BUT VERIFY

Monitor Eric Williamson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics