Unclaimed
Eric Greenhow is a financial advisor with over 20 years of experience in the financial services industry. He is registered with LPL Financial LLC and holds licenses in a wide range of states. Eric has a strong background in various financial areas including securities, investment advisory, and insurance. His expertise allows him to provide comprehensive financial planning services to individuals, families, and businesses. Eric is committed to helping his clients achieve their financial goals and is a trusted advisor in the Winter Haven community.
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.
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2
FL
01/03/2022 - Present
LPL Financial LLC (WINTER HAVEN FL)
FL
11/26/2019 - 12/12/2019
ALLEN & COMPANY OF FLORIDA, LLC (WINTER HAVEN FL)
FL
05/21/2003 - 11/22/2019
ALLEN & COMPANY OF FLORIDA, LLC (WINTER HAVEN FL)
NY
06/21/2002 - 05/22/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
BOTH
Issued 07/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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