Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Mathes is a financial advisor with LPL Financial LLC, a large firm with over $50 billion in assets under management. Eric has been working in the financial services industry since 2003. Eric is registered as an investment advisor representative in Florida and holds the Series 66, 51, 24, 7 and SIE licenses. Eric has previous experience with KESTRA INVESTMENT SERVICES, LLC. Eric is also registered to sell insurance. In addition to providing financial advice, Eric also owns rental properties.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
12/08/2020 - Present
LPL Financial LLC (HOLLYWOOD FL)
FL
02/14/2003 - 12/09/2020
KESTRA INVESTMENT SERVICES, LLC (HOLLYWOOD FL)
BOTH
Issued 06/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/30/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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