Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Oldham is an Investment Advisor Representative at Raymond James Financial Services Advisors, Inc. with over 13 years of experience in the financial services industry. Eric is registered in 18 states, including Washington, Oregon and Texas. Eric is also a registered Investment Advisor Representative in Washington and Oregon. Eric has earned several licenses, including the Series 66, Series 7 and SIE. Eric provides financial planning, portfolio management for individuals and businesses, educational seminars, selection of other advisors, pension consulting, and hourly and fixed rate consultations. Eric is committed to providing personalized financial advice to help clients achieve their financial goals.
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
WA
03/26/2021 - Present
Raymond James Financial Services Advisors, Inc. (Vancouver WA)
WA
04/25/2008 - 03/26/2021
EDWARD JONES (VANCOUVER WA)
BOTH
Issued 05/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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