Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Housman is a financial advisor with Fifth Third Wealth Advisors LLC in Charlotte, North Carolina. Eric has over 20 years of experience in the financial services industry. Eric specializes in financial planning, portfolio management, and selection of other advisors. Eric is a Certified Financial Planner™ professional and holds the Series 6, 7, 24, and 63 licenses. Eric is registered with the state of Illinois, North Carolina, Ohio, and Texas. Eric is also a registered representative of Fifth Third Securities, Inc. In addition to working with individuals, Eric also works with businesses, charitable organizations, and pooled investment vehicles. Eric is dedicated to providing personalized financial advice and helping clients achieve their financial goals.
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.
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.
1
2
NC
01/03/2024 - Present
Fifth Third Wealth Advisors LLC (Charlotte NC)
NC
09/28/2010 - 02/04/2021
FIFTH THIRD SECURITIES, INC. (CHARLOTTE NC)
NC
01/27/2009 - 04/29/2010
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
06/28/2000 - 12/31/2008
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
04/06/1993 - 09/01/1995
SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)
BC
Issued 10/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Eric Housman is the right advisor for you? Invested Better is here to help.
