Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Johnson is a financial advisor with over 25 years of experience in the industry. Eric is registered with Raymond James Financial Services Advisors, Inc. and is licensed to provide investment advice and brokerage services in multiple states. Prior to joining Raymond James, Eric worked at UBS PaineWebber Inc., Morgan Stanley DW Inc., and American Express Financial Advisors Inc. Eric is committed to providing personalized financial advice to his clients. His expertise and experience enable him to offer comprehensive financial planning services, including investment management, retirement planning, college savings, and estate planning. Eric is passionate about 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
CO
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (LONGMONT CO)
NJ
05/10/2001 - 04/16/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
08/27/1997 - 05/10/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
09/18/1995 - 10/28/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/18/1995 - 10/28/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
04/03/1995 - 07/10/1995
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NY
03/09/1995 - 03/16/1995
RICKEL & ASSOCIATES, INC. (NEW YORK NY)
IA
Issued 08/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/30/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 03/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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