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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Damien Eaton is a financial advisor with over 25 years of experience in the financial services industry. He has been registered with the Securities and Exchange Commission since 1997 and holds a Series 7, 63, 65, and SIE license. Eric is currently associated with PSI Advisors, LLC as a Registered Representative and Investment Advisor Representative. Previously, he was associated with Principal Securities, Inc. for 15 years and H&R Block Financial Advisors, Inc. for 3 years. Eric has a strong background in investment management, financial planning, and insurance. His expertise includes working with high-net-worth individuals, businesses, pension and profit-sharing plans, and charitable organizations. Eric is committed to providing personalized financial advice and helping his clients achieve their financial goals.
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.
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.
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2
FL
02/08/2019 - Present
PSI Advisors, LLC (TAMPA FL)
FL
07/09/2001 - 10/24/2016
PRINCIPAL SECURITIES, INC. (TAMPA FL)
MI
09/09/1997 - 07/05/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 02/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/05/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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