Unclaimed
Eric Clayton Pritz is a financial advisor with Seia, an independent registered investment advisor. Eric has over 18 years of experience in the financial services industry. Eric specializes in financial planning, portfolio management, and education. Eric provides services to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Eric holds the Series 66, Series 7, and SIE licenses. Eric is also a Certified Financial Planner (CFP®). Eric's previous experience includes roles at OSAIC WEALTH, INC. and SIGNATOR INVESTORS, INC.
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.
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.
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.
1
2
CA
03/27/2019 - Present
Seia (LOS ANGELES CA)
CA
11/02/2018 - 08/24/2023
OSAIC WEALTH, INC. (REDONDO BEACH CA)
CA
11/04/2004 - 11/02/2018
SIGNATOR INVESTORS, INC. (LOS ANGELES CA)
BOTH
Issued 11/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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