Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Wilson is a financial advisor with Wealth Enhancement Advisory Services, LLC. Eric has been in the industry since 1995. Eric is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Eric has a Series 7, Series 63, Series 31, and Series 65 license.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
GA
10/04/2023 - Present
Wealth Enhancement Advisory Services, LLC (MACON GA)
GA
09/27/2017 - 10/04/2023
CALTON & ASSOCIATES, INC. (Macon GA)
GA
05/11/2017 - 09/18/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (MACON GA)
GA
02/25/2010 - 05/12/2017
MORGAN STANLEY (MACON GA)
GA
06/13/1995 - 03/01/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MACON GA)
IA
Issued 06/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 05/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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