Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Jason McMahon is a financial advisor with Raymond James Financial Services Advisors, Inc. Eric has been in the industry since 1995. He holds the Series 63, 65, 7, 9 and 10 licenses, and is registered in Florida, Michigan, Ohio, Pennsylvania, South Carolina, Texas, Virginia and Washington. Eric has experience with a variety of client types including high-net-worth individuals, corporations, and pension and profit sharing plans. Eric provides a range of services including financial planning, portfolio management, and investment consulting. Prior to joining Raymond James, Eric worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and VTR Capital, Inc.
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
PA
06/06/2017 - Present
Raymond James Financial Services Advisors, Inc. (OAKDALE PA)
PA
08/20/1996 - 05/19/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (UPPER ST. CLAIR PA)
NY
11/20/1995 - 07/24/1996
VTR CAPITAL, INC. (NEW YORK NY)
NY
01/12/1995 - 11/21/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 08/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/29/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eric McMahon is the right advisor for you? Invested Better is here to help.
