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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 Abbott is a financial advisor with Morgan Stanley. Eric has been in the financial services industry since 2001 and is registered with FINRA and the state of Florida. Eric is a Series 66, Series 7 and Series 31 licensed advisor. Eric has a broad background in the financial services industry, having worked for a variety of firms including J.P. Morgan Securities LLC and Fidelity Brokerage Services LLC. Eric's specialties include asset allocation advice, financial planning, pension consulting, and portfolio management for individuals and businesses. Eric holds a partnership in Onaway Properties LLC, a real estate property management firm.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
10/04/2019 - Present
Morgan Stanley (Venice FL)
FL
09/03/2013 - 10/16/2019
J.P. MORGAN SECURITIES LLC (VENICE FL)
FL
03/26/2010 - 09/04/2013
FIDELITY BROKERAGE SERVICES LLC (SARASOTA FL)
FL
09/11/2008 - 03/15/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SARASOTA FL)
FL
08/29/2006 - 03/14/2008
FIFTH THIRD SECURITIES, INC. (SARASOTA FL)
MI
12/05/2001 - 06/02/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
01/18/2001 - 12/12/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 01/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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