Unclaimed
Eric Botwinik is an Investment Advisor Representative associated with Raymond James Financial Services Advisors, Inc.. Eric Botwinik has been in the industry since May 31, 1997. Eric Botwinik holds licenses in 15 states: California, Florida, Georgia, Illinois, Massachusetts, Nevada, New Jersey, North Carolina, Pennsylvania, South Carolina, Texas, Washington, and Wisconsin.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
05/13/2019 - Present
Raymond James Financial Services Advisors, Inc. (ORLANDO FL)
FL
07/31/2009 - 05/17/2019
SUMMIT BROKERAGE SERVICES, INC. (Boca Raton FL)
FL
04/14/1999 - 08/04/2009
MUTUAL SERVICE CORPORATION (FORT LAUDERDALE FL)
IN
01/22/1998 - 04/14/1999
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NY
09/08/1997 - 01/22/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
09/08/1997 - 01/22/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MA
06/03/1997 - 09/09/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/03/1997 - 09/09/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
12/18/1996 - 12/19/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/18/1996 - 12/19/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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