Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Ebbert is a financial advisor registered with Provise Management Group, LLC. Eric has been in the industry since 1992 and is also registered in Texas. Eric has a Series 63, Series 65, Series 7 and SIE license. Eric holds the Certified Financial Planner designation. Provise Management Group, LLC is a fee-based, financial planning firm that manages the assets of individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm has been in business since 2002.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees as solicitor for seabridge invest advisor
1
2
FL
08/10/2023 - Present
Provise Management Group, LLC (CLEARWATER FL)
FL
10/16/2002 - 12/16/2015
NFP ADVISOR SERVICES, LLC (CLEARWATER FL)
FL
11/08/2000 - 11/21/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
FL
02/03/1997 - 12/23/1997
HORIZON CAPITAL, INC. (SARASOTA FL)
WI
06/22/1992 - 07/20/1995
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 04/05/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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