Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Tillotson is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Stockton, CA. Eric has been in the financial services industry since 2002. Eric has a Series 7 and Series 66 license, as well as a Series 24 principal exam. He has experience working with a variety of clients, including individuals, corporations, and institutions. Eric is committed to providing his clients with personalized financial advice and investment strategies. He is dedicated to helping his 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
CA
06/14/2021 - Present
Raymond James Financial Services Advisors, Inc. (Stockton CA)
CA
05/16/2013 - 06/14/2021
BBVA SECURITIES INC. (TRACY CA)
CA
02/09/2010 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (LODI CA)
CA
11/28/2003 - 12/23/2009
GUARANTY BROKERAGE SERVICES, INC. (STOCKTON CA)
KS
05/01/2002 - 11/20/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 08/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Tillotson is the right advisor for you? Invested Better is here to help.
