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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 Britton is a financial advisor who has been in the industry since 2006. Eric is currently registered with Osaic Institutions, Inc. in Pennsylvania and provides services such as financial planning, pension consulting, educational seminars, and portfolio management for individuals. Eric has been with Osaic Institutions, Inc. since 2015. Before that, Eric was with Essex National Securities, LLC, and UVEST Financial Services Group, Inc. Eric holds the Series 6, 7, 63, and 65 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.
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.
Solicitation services for other advisers
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.
1
2
PA
10/14/2015 - Present
Osaic Institutions, Inc. (Punxsutawney PA)
PA
05/28/2010 - 10/16/2015
ESSEX NATIONAL SECURITIES, LLC (CHERRY TREE PA)
PA
01/25/2006 - 06/02/2010
UVEST FINANCIAL SERVICES GROUP, INC. (PLUMVILLE PA)
IA
Issued 12/03/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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