Unclaimed
Eric Armstrong Williams is a financial advisor at Raymond James & Associates, Inc. Eric has over 10 years of experience in the financial services industry, specializing in investment advisory services. He is a Certified Financial Planner and a Chartered Financial Consultant. Eric is dedicated to providing personalized financial advice to individuals, families, and businesses. Eric is licensed to provide financial advice in Florida and Texas.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
07/07/2023 - Present
Raymond James & Associates, Inc. (LAKEWOOD RANCH FL)
FL
02/17/2021 - 10/19/2021
TRUIST INVESTMENT SERVICES, INC. (NAPLES FL)
VA
08/08/2016 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
01/14/2014 - 08/09/2016
BB&T INVESTMENT SERVICES, INC. (SEMINOLE FL)
PA
12/11/2012 - 10/04/2013
AXA ADVISORS, LLC (BALA CYNWYD PA)
MD
10/26/2012 - 12/12/2012
METLIFE SECURITIES INC. (BALTIMORE MD)
IA
Issued 02/20/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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