Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Carpenter is a financial advisor with over 15 years of experience in the industry. Currently Eric is registered with Hornor, Townsend & Kent, LLC and has been with them since 2023. Prior to this, Eric worked with Prudential Annuities Distributors, Inc., PRUCO Securities, LLC., Lincoln Financial Securities Corporation, Princor Financial Services Corporation and NYLIFE Securities Inc. Eric holds licenses for Series 7, 6, 63, SIE and the General Securities Representative Examination and the Investment Company Products/Variable Contracts Representative Examination. Eric's experience encompasses a variety of financial services, including financial planning, portfolio management, pension consulting and the selection of other advisors. Eric specializes in working with individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans.
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.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
PA
08/24/2023 - Present
Hornor, Townsend & Kent, LLC (HORSHAM PA)
WA
03/27/2020 - 03/31/2021
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (Camas WA)
NJ
02/21/2020 - 03/31/2020
PRUCO SECURITIES, LLC. (NEWARK NJ)
IN
11/26/2014 - 02/03/2020
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
CA
02/06/2007 - 05/01/2014
PRINCOR FINANCIAL SERVICES CORPORATION (SAN RAFAEL CA)
NY
11/17/2003 - 02/03/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 11/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/31/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/14/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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