Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Keating is an Investment Advisor Representative at Willow Creek Wealth Management, Inc., a registered investment advisor. Eric holds a Series 65 and a Series 63 license. He has been in the financial services industry for over two decades, and his previous roles include positions at First Albany Capital Inc., J.P. Morgan Securities Inc., Chase Securities Inc., and Hambrecht & Quist LLC. Eric's commitment to excellence and dedication to his clients are evident in his strong record of accomplishment. Eric is dedicated to helping clients achieve their financial goals through a personalized approach.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
CA
01/09/2025 - Present
Willow Creek Wealth Management, Inc. (SEBASTOPOL CA)
NY
01/03/2002 - 11/08/2005
FIRST ALBANY CAPITAL INC. (NEW YORK NY)
NY
05/01/2001 - 09/27/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/05/2001 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/01/2000 - 02/05/2001
CHASE SECURITIES INC. (NEW YORK NY)
CA
07/29/1998 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
IA
Issued 01/10/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Eric Keating is the right advisor for you? Invested Better is here to help.
