Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Avila is a financial professional with over 13 years of experience in the industry. Eric is currently registered with Janney Montgomery Scott LLC and has been with the firm since May 2023. Prior to joining Janney Montgomery Scott LLC, Eric worked at several other financial firms, including Morgan Stanley & Co. LLC, Samuel A Ramirez & Co., Inc., U.S. Bancorp Investments, Inc. and Raymond James & Associates, Inc. Eric holds the Series 7, Series 63, Series 52, and Series 79 licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
IL
05/22/2023 - Present
Janney Montgomery Scott LLC (Chicago IL)
NY
09/16/2021 - 12/02/2022
MORGAN STANLEY & CO. LLC (NEW YORK NY)
IL
03/14/2018 - 08/12/2021
SAMUEL A RAMIREZ & CO., INC. (CHICAGO IL)
NY
09/12/2013 - 03/01/2018
U.S. BANCORP INVESTMENTS, INC. (NEW YORK NY)
NY
01/02/2013 - 07/29/2013
RAYMOND JAMES & ASSOCIATES, INC. (NEW YORK NY)
NY
02/24/2010 - 01/02/2013
MORGAN KEEGAN & COMPANY, INC. (NEW YORK NY)
BC
Issued 01/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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