Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Donner is a financial advisor registered with Independent Financial Partners, and has been working in the financial services industry since 1987. Eric Donner holds Series 6, Series 22, and Series 63 securities licenses, as well as the SIE. Eric Donner also holds the Chartered Financial Consultant designation. Prior to joining Independent Financial Partners, Eric Donner was employed at Valmark Securities, Inc., NFP Securities, Inc., EQ Financial Consultants, Inc., The Equitable Life Assurance Society of the United States and Allmerica Investments, Inc. Eric Donner has a total of 7 previous employers. Eric Donner works in Tampa, FL, Boca Raton, FL, and other locations.
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.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
12/26/2024 - Present
Independent Financial Partners (TAMPA FL)
FL
03/14/2011 - 05/31/2018
VALMARK SECURITIES, INC. (Boca Raton FL)
NJ
08/23/1997 - 10/16/2009
NFP SECURITIES, INC. (NEW PROVIDENCE NJ)
NY
12/08/1994 - 09/04/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
12/08/1994 - 09/04/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MA
04/20/1987 - 11/10/1994
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 05/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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