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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 Russell Witte is a financial advisor registered with Beacon Pointe Advisors, LLC and is also a Licensed Insurance Agent with Beacon Pointe Insurance Services, LLC. Eric has been in the financial services industry since 1992 and has experience with various aspects of financial planning, including investment management, insurance sales, and retirement planning. He is a Certified Financial Planner and holds the Series 7, 63 and 65 licenses. Eric works with a variety of clients, including individuals, high-net-worth individuals, corporations, pension plans and charitable organizations.
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.
Consulting services
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.
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TX
10/03/2016 - Present
Beacon Pointe Advisors, LLC (PLANO TX)
MN
06/26/1992 - 02/01/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/26/1992 - 02/01/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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