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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 Heus is a financial advisor with Harbor Wealth Management, LLC, based in Green Bay, Wisconsin. Eric has been in the financial services industry since 1994. Eric has a Series 7, Series 63, and Series 65 licenses. Eric provides financial planning, portfolio management, and income tax planning and preparation services to individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Income tax planning and preparation
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.
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2
WI
01/03/2017 - Present
Harbor Wealth Management, LLC (GREEN BAY WI)
WI
12/12/2002 - 08/24/2010
AXA ADVISORS, LLC (GREEN BAY WI)
FL
05/10/2001 - 12/13/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
CA
12/13/2000 - 05/15/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
12/13/2000 - 03/13/2001
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
02/12/1999 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
IL
02/01/1999 - 02/08/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
09/03/1997 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
03/01/1996 - 09/04/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
03/01/1996 - 09/04/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MN
11/22/1994 - 02/14/1996
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
WI
03/08/1994 - 08/25/1994
HARBOUR INVESTMENTS, INC. (MADISON WI)
IA
Issued 06/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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FINRA
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