Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Duncan is a financial advisor with over 14 years of experience in the financial services industry. Eric has worked with several firms in the past, including Edward Jones, Stifel, Nicolaus & Company, Incorporated, and LPL Financial LLC. Eric is currently registered with Wealth Enhancement Advisory Services, LLC. Eric specializes in providing financial advice to individuals and families, businesses, and charitable organizations. Eric is committed to helping clients achieve their financial goals through a personalized approach. Eric is a Registered Representative and Investment Advisor Representative. Eric holds the Series 7, Series 24, Series 52TO, Series 53, and Series 66 licenses. Eric is a member of the Financial Industry Regulatory Authority (FINRA).
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
FL
11/02/2023 - Present
Wealth Enhancement Advisory Services, LLC (TAMPA FL)
FL
06/16/2021 - 10/03/2023
J.W. COLE FINANCIAL, INC. (TAMPA FL)
SC
02/24/2021 - 06/15/2021
LPL FINANCIAL LLC (FORT MILL SC)
MO
12/04/2018 - 04/03/2020
EDWARD JONES (ST LOUIS MO)
MO
04/04/2013 - 11/29/2018
CENTURY SECURITIES ASSOCIATES, INC. (ST. LOUIS MO)
MO
12/04/2012 - 11/29/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
02/27/2012 - 12/03/2012
PNC INVESTMENTS (CHESTERFIELD MO)
TN
03/24/2009 - 12/31/2010
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
MO
08/13/2007 - 01/05/2009
METLIFE SECURITIES INC. (CHESTERFIELD MO)
MO
05/11/2007 - 08/14/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CHESTERFIELD MO)
BOTH
Issued 06/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2016
Series 24 - General Securities Principal Examination
BC
Issued 03/28/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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