Unclaimed
Eric Froberg is a financial advisor at Raymond James Financial Services Advisors, Inc. Eric has been in the financial services industry since 2004. Eric holds the Series 66, SIE and Series 7 licenses and is registered in Arizona, Colorado, Florida, Illinois, Indiana, Michigan, Nebraska, Oregon, Utah, and Wisconsin. Eric specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Prior to joining Raymond James Financial Services Advisors, Inc., Eric was employed by WELLS FARGO ADVISORS, LLC. Eric has also held a position with A. G. Edwards & Sons, Inc. Eric is committed to providing his clients with personalized financial advice and guidance.
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
MI
11/06/2013 - Present
Raymond James Financial Services Advisors, Inc. (MARQUETTE MI)
MI
01/01/2008 - 10/29/2013
WELLS FARGO ADVISORS, LLC (MARQUETTE MI)
MI
09/10/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MARQUETTE MI)
BOTH
Issued 09/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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