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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Frey is a financial advisor with Raymond James Financial Services Advisors, Inc. in Red Bluff, California. Eric has been in the securities industry since October 16, 1991. He holds the Series 7, 24, 51, and 63 securities licenses as well as the SIE exam. Eric has a strong track record of providing financial advice to individuals, families, and businesses. He specializes in retirement planning, investment management, and insurance planning. Eric is committed to providing his clients with personalized financial guidance and helping them achieve their financial goals. Eric is also a director of programming for the State Theater for the Arts in Red Bluff, California.
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
05/18/2016 - Present
Raymond James Financial Services Advisors, Inc. (RED BLUFF CA)
CA
09/06/1995 - 12/22/2000
LONDON PACIFIC ADVISORS (SACRAMENTO CA)
MD
09/27/1991 - 08/16/1995
THE ADVISORS GROUP, INC. (BETHESDA MD)
BC
Issued 10/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/02/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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