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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 Hobin is a financial advisor with Raymond James & Associates, Inc. located in Burlington, MA. Eric has been working in the financial services industry since 1999. Eric is registered with the state of Connecticut and has been with Raymond James & Associates, Inc. since 2020. Eric has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America Investment Services, Inc., Citizens Investment Services Corp., Morgan Stanley DW Inc., and Signator Investors, Inc. Eric specializes in providing financial planning and investment advice to high net worth individuals, corporations, and other businesses. Eric offers other advisory services such as portfolio management, pension consulting, educational seminars, and selection of other advisors.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MA
07/09/2020 - Present
Raymond James & Associates, Inc. (Burlington MA)
MA
10/23/2009 - 07/13/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BURLINGTON MA)
MA
12/10/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BURLINGTON MA)
RI
07/19/2001 - 12/15/2004
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
NY
03/03/2000 - 05/24/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
09/02/1999 - 03/16/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 03/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 05/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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