Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Van buskirk is a financial advisor at Raymond James Financial Services Advisors, Inc. Eric has been in the financial industry since April 6, 2019. Eric is a Registered Representative and an Investment Advisor Representative. Eric is licensed to sell securities in Alabama, California, Colorado, Georgia, Massachusetts, Michigan, North Carolina, South Carolina, Tennessee, and Virginia. Eric has worked at LPL FINANCIAL LLC and WELLS FARGO CLEARING SERVICES, LLC. Eric is also the owner of a storefront in Vinton, VA and an employee of Freedom First Credit Union and Freedom First Wealth Management.
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
VA
12/03/2024 - Present
Raymond James Financial Services Advisors, Inc. (Roanoke VA)
VA
12/12/2022 - 03/20/2023
LPL FINANCIAL LLC (ROANOKE VA)
VA
11/01/2017 - 07/27/2021
WELLS FARGO CLEARING SERVICES, LLC (SALEM VA)
BOTH
Issued 05/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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