Unclaimed
Eric LeBlanc is a financial advisor with Raymond James & Associates, Inc. Eric has been in the financial industry since 1994 and is registered in Louisiana and Texas. Eric has experience in a variety of financial services, including portfolio management, financial planning, and pension consulting. Eric has a strong commitment to helping clients achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
LA
02/13/2013 - Present
Raymond James & Associates, Inc. (LAFAYETTE LA)
LA
02/18/2005 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (LAFAYETTE LA)
IL
08/03/1998 - 02/22/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
04/16/1997 - 08/19/1998
MARQUIS INVESTMENTS, L.L.C.
MN
02/07/1996 - 04/17/1997
CORELINK FINANCIAL, INC. (ST. CLOUD MN)
GA
01/24/1994 - 02/07/1996
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 06/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/10/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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