Unclaimed
Eric Wittenmyer is a financial professional with over 28 years of experience in the financial services industry. Eric is currently registered with AON Securities LLC and has held previous registrations with Westport Financial Services, LLC, Partners Securities, Inc., EQ Financial Consultants, Inc., and The Equitable Life Assurance Society of the United States. Eric has a broad range of experience in the financial services industry and is licensed to provide investment advice in 51 states. Eric holds the Series 6, Series 63, 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.
Fairness opinions
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.
1
2
GA
01/03/2000 - Present
AON Securities LLC (Atlanta GA)
FL
04/08/1998 - 12/31/1999
WESTPORT FINANCIAL SERVICES, L.L.C. (JACKSONVILLE FL)
TX
08/21/1997 - 03/15/1998
PARTNERS SECURITIES, INC. (AUSTIN TX)
NY
10/15/1993 - 08/20/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
10/15/1993 - 08/20/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 10/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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