Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Holzwarth is a financial advisor who has been active in the industry since 2014. Eric holds Series 6, 7, 63, and 65 licenses and is registered to offer investment advice in 18 states. Currently, Eric is associated with Fifth Third Securities, Inc. in Cincinnati, Ohio. Eric provides financial planning services and portfolio management services for both individuals and businesses.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
OH
10/28/2016 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
IA
Issued 12/7/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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