Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Charles Tharp is a financial advisor with Planmember Securities Corp. based in Winter Springs, FL. Eric has been in the financial services industry since 2003. Eric has a wide range of experience and knowledge in various financial services, including investment advisory services, retirement planning, and insurance services. Previously Eric worked for ING Financial Advisors, LLC, USALLIANZ SECURITIES, INC., and Waddell & Reed, Inc. Eric is registered to provide investment advisory services in Florida and Texas. Eric also holds the Series 6, Series 63, Series 65, and SIE 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.
Provides investment supervisory services
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.
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2
FL
01/05/2021 - Present
Planmember Securities Corp. (WINTER SPRINGS FL)
FL
12/21/2005 - 10/08/2007
ING FINANCIAL ADVISERS, LLC (WINTER SPRINGS FL)
MN
05/16/2005 - 11/21/2005
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
KS
03/24/2003 - 05/17/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 11/11/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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