Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Tanita is an investment advisor representative registered with Edelman Financial Engines. Eric has been in the industry since 1991. Eric holds Series 6, 7, 63, and 65 securities licenses. Eric has experience working for Vanguard Marketing Corporation and PFS Investments Inc. Eric specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
AZ
02/27/2020 - Present
Edelman Financial Engines (PHOENIX AZ)
AZ
04/22/2011 - 09/01/2017
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
GA
09/23/1991 - 06/27/1997
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 11/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/21/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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