Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Mendelsohn is a financial advisor with Avantax Advisory Services. Eric has been in the industry since July 2002 and is licensed to provide financial advice in Connecticut and Florida. Prior to joining Avantax Advisory Services, Eric held positions at B. Riley Wealth Advisors, Inc., B. Riley Wealth Management, and National Securities Corporation.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
FL
10/08/2024 - Present
Avantax Advisory Services (Boca Raton FL)
FL
08/21/2007 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
FL
05/09/2005 - 08/21/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
NJ
10/30/2002 - 05/27/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MN
07/29/2002 - 10/31/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/29/2002 - 10/31/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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