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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 Williams is a financial advisor with Cetera Investment Advisers LLC, based in Ocala, FL. Eric Williams has been in the financial services industry since December 2002. Eric Williams is licensed to provide financial advice in 11 states, including Florida, Alabama, Georgia, Illinois, Kansas, Ohio, Pennsylvania, Tennessee, Virginia, California and Illinois.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
08/19/2022 - Present
Cetera Investment Advisers LLC (OCALA FL)
FL
02/01/2019 - 08/17/2022
LPL FINANCIAL LLC (OCALA FL)
FL
03/02/2017 - 02/05/2019
WELLS FARGO CLEARING SERVICES, LLC (OCALA FL)
FL
08/03/2015 - 03/02/2017
BB&T INVESTMENT SERVICES, INC. (SILVER SPRINGS FL)
FL
05/09/2011 - 08/10/2015
INVEST FINANCIAL CORPORATION (BELLEVIEW FL)
FL
02/19/2010 - 05/13/2011
LPL FINANCIAL LLC (OCALA FL)
FL
09/01/2006 - 03/02/2010
THRIVENT INVESTMENT MANAGEMENT INC. (OCALA FL)
NA
04/11/1991 - 01/04/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 12/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/31/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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