Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Hoffart is a financial advisor with Raymond James Financial Services Advisors, Inc., located in West Sacramento, California. Eric has been in the industry since 2005. Eric specializes in providing financial advice and solutions to individuals, families, and businesses. Prior to joining Raymond James, Eric was a financial advisor with LORD ABBETT DISTRIBUTOR LLC and TRANSAMERICA CAPITAL, INC. Eric is also a Vice President at First Northern Bank.
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
CA
08/10/2017 - Present
Raymond James Financial Services Advisors, Inc. (W. SACRAMENTO CA)
NJ
01/12/2011 - 07/12/2017
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
CO
11/21/2005 - 11/02/2010
TRANSAMERICA CAPITAL, INC. (DENVER CO)
TX
05/12/2005 - 11/09/2005
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 11/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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