Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Christopher Tiller is a financial advisor registered with Raymond James Financial Services Advisors, Inc. located in Portage, MI. Eric has been in the financial services industry since October 17, 2006. Prior to joining Raymond James, Eric was a registered representative at Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc.. Eric has a Series 66, Series 7, Series 9 and Series 10 license. He is also registered with the states of Arizona, California, Florida, Georgia, Indiana, Maine, Michigan, Minnesota, New Jersey, North Carolina, South Carolina, Texas, Virginia and Wisconsin. Eric is the owner/proprietor of Tiller Investment Management, LLC, a financial planning and asset management firm. Eric provides financial planning, investment management, portfolio management for individuals, portfolio management for businesses, and pension consulting services to individuals, corporations, and other businesses, insurance companies, charitable organizations, pension and profit sharing plans, and state and municipal government entities.
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
02/15/2022 - Present
Raymond James Financial Services Advisors, Inc. (Portage MI)
MI
03/12/2010 - 02/15/2022
RAYMOND JAMES & ASSOCIATES, INC. (KALAMAZOO MI)
MI
01/01/2008 - 03/15/2010
WELLS FARGO ADVISORS, LLC (KALAMAZOO MI)
MI
10/18/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (KALAMAZOO MI)
BOTH
Issued 12/1/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 6/3/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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