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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 Sharp is a financial advisor with Avantax Advisory Services in Coventry, CT. Eric has been in the industry for over 20 years and holds licenses to provide both securities and investment advisory services. Eric specializes in retirement planning, investment management, and financial planning, working with individuals, families, and businesses. He is committed to providing his clients with personalized financial solutions and working with them to help them achieve their goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
12/14/2023 - Present
Avantax Advisory Services (DALLAS TX)
IA
Issued 11/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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