Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Winn is an investment advisor representative with Heller Private Wealth in Fort Lauderdale, Florida. Eric holds a Series 7TO, Series 66, and SIE licenses. Eric has been in the industry since 2021 and has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley. Eric has a background in basketball, having played for the University of Miami Men's Basketball team, and has experience in other fields such as retail and hospitality.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Recommendation of sub-advisers
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.
A percentage of the total value of assets under management is charged.
1
2
FL
03/19/2023 - Present
Heller Private Wealth (Fort Lauderdale FL)
FL
05/13/2022 - 03/13/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
FL
09/15/2021 - 04/19/2022
MORGAN STANLEY (Temple Terrace FL)
BOTH
Issued 11/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Eric Winn is the right advisor for you? Invested Better is here to help.
