Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Walser is a financial professional with over 17 years of experience in the industry. Eric currently works as a registered representative at Hornor, Townsend & Kent, LLC where Eric has been employed since January 2013. Previously, Eric worked at Lincoln Investment from 2008 to 2012, PFM, INC. from 1999 to 2002 and Dean Witter Reynolds Inc. from 1997 to 1998. Eric specializes in providing investment advice to individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. Eric holds the Series 7, Series 53 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.
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.
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.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
PA
01/17/2013 - Present
Hornor, Townsend & Kent, LLC (HORSHAM PA)
PA
02/27/2008 - 12/31/2012
LINCOLN INVESTMENT (WYNCOTE PA)
PA
07/27/1999 - 01/08/2002
PFM, INC. (HARRISBURG PA)
NY
10/08/1997 - 02/24/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 04/27/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Walser is the right advisor for you? Invested Better is here to help.
