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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Holloway is a financial advisor registered with Raymond James Financial Services Advisors, Inc. in Bloomfield, Colorado. Eric has been working in the financial services industry since November 2006 and has an active Series 66 license. Eric works with a wide range of clients including high net worth individuals, pension and profit-sharing plans, corporations, and individuals. Eric offers a variety of services including financial planning, portfolio management, and educational seminars. Eric also has experience as a Trustee (Acting) and Owner/Proprietor of rental real estate. Eric is committed to providing his clients with the highest level of service and personalized attention.
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
CO
05/30/2024 - Present
Raymond James Financial Services Advisors, Inc. (Bloomfield CO)
CO
09/21/2009 - 10/08/2012
RAYMOND JAMES & ASSOCIATES, INC. (BOULDER CO)
CO
01/01/2008 - 09/22/2009
WELLS FARGO ADVISORS, LLC (BROOMFIELD CO)
CO
11/09/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BROOMFIELD CO)
BOTH
Issued 11/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/29/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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