Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Harter is a financial advisor at Raymond James Financial Services Advisors, Inc., a firm that manages assets for over 631,000 clients. Eric has been in the financial services industry since 2008 and has experience with Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Eric's areas of expertise include financial planning, portfolio management for businesses and individuals, pension consulting and educational seminars. Eric holds Series 6, 7, and 66 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.
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
FL
11/30/2023 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
FL
01/04/2016 - 12/05/2023
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
03/18/2015 - 12/31/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
06/08/2012 - 02/11/2015
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
02/26/2008 - 06/05/2012
EAGLE FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)
AL
07/30/2007 - 09/14/2007
COLONIAL BROKERAGE, INC. (MONTGOMERY AL)
BOTH
Issued 5/9/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 7/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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