Unclaimed
Eric Edward Erb is an investment advisor representative with Raymond James Financial Services Advisors, Inc., located in Marietta, Ohio. Eric has been in the financial services industry since April 11, 2000. Eric is licensed in 31 states and holds a Series 7, Series 63, and Series 65 license. Eric is a registered representative of Raymond James Financial Services, Inc. and is a financial advisor with Peoples Investment Services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
01/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (Marietta OH)
OH
04/12/2000 - 03/30/2006
FSC SECURITIES CORPORATION (MARIETTA OH)
IA
Issued 03/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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