Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Irwin is a financial advisor at Raymond James Financial Services Advisors, Inc. Eric has been in the financial services industry since 2000 and holds Series 7, 63 and 65 securities licenses. Eric has been registered with Raymond James Financial Services Advisors, Inc. since 2009 and provides financial planning, portfolio management and investment advisory services to individuals, businesses, corporations and other institutions.
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
PA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (ALTOONA PA)
IA
Issued 04/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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