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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 Klaus is a financial advisor with Independent Financial Partners. Eric is registered as a registered representative in 9 states including Florida, California, Illinois, New York, Ohio and others. Eric has a total of 26 years of experience in the financial industry. Eric offers a variety of services including financial planning, pension consulting and portfolio management. Eric has also been a lacrosse coach for Alonso High School. Eric is a registered investment advisor representative and a registered representative. Eric is also registered as a broker in 9 states.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
FL
01/01/2025 - Present
Independent Financial Partners (Tampa FL)
FL
10/04/2016 - 05/23/2019
LPL FINANCIAL LLC (TAMPA FL)
FL
01/21/2011 - 10/05/2016
AMERIPRISE FINANCIAL SERVICES, INC. (CLEARWATER FL)
FL
10/23/2009 - 01/25/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEARWATER FL)
FL
02/27/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PALM HARBOR FL)
NY
09/26/2000 - 03/08/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
07/16/1997 - 10/10/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 06/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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