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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 G. Werner is a financial advisor registered with Raymond James & Associates, Inc. Eric G. Werner has been a financial advisor for over 27 years. Eric G. Werner has experience with insurance companies, charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth. Eric G. Werner is registered to provide financial advice in 49 states. Eric G. Werner's previous employers include MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC.. Eric G. Werner is currently registered with Raymond James & Associates, Inc. and Morgan Stanley Smith Barney LLC.
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.
Please see note in schedule d - miscellaneous
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
NH
01/12/2024 - Present
Raymond James & Associates, Inc. (Hanover NH)
NH
06/01/2009 - 01/23/2024
MORGAN STANLEY (Hanover NH)
NH
02/15/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LEBANON NH)
PA
04/09/2001 - 03/10/2008
CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)
NY
06/27/1996 - 04/17/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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