Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Lasso is a financial advisor with over 20 years of experience in the industry. He currently works at Edelman Financial Engines where he has been since November 2018. Previously, Eric Lasso worked for EF Legacy Securities, LLC and Sanders Morris Harris LLC. Eric Lasso is a CERTIFIED FINANCIAL PLANNER™ and holds the Series 6, 7, 63, and 66 securities licenses. He is licensed in Florida and Texas. Eric Lasso specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and 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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
FL
06/27/2024 - Present
Edelman Financial Engines (ORLANDO FL)
FL
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (Orlando FL)
FL
08/10/2015 - 04/22/2016
SANDERS MORRIS HARRIS LLC (Orlando FL)
FL
09/30/2013 - 08/12/2015
FIDELITY BROKERAGE SERVICES LLC (ALTAMONTE SPRINGS FL)
FL
11/18/2010 - 10/15/2013
LPL FINANCIAL LLC (ORLANDO FL)
FL
04/04/2008 - 11/19/2010
FIFTH THIRD SECURITIES, INC. (ORLANDO FL)
FL
05/30/2006 - 11/23/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
FL
04/26/2005 - 05/01/2006
CNL SECURITIES CORP. (ORLANDO FL)
FL
08/13/2003 - 12/01/2004
CNL SECURITIES CORP. (ORLANDO FL)
MO
10/01/2000 - 09/19/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
05/04/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 6/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/5/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 5/3/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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