Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Stauffer is an investment advisor representative with 401k Generation, based in Altamonte Springs, Florida. Eric has been in the industry since December 2016. He is registered with the state of Florida as an Investment Advisor Representative (IAR). Eric has passed the Series 7, SIE, and Series 65 exams.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3 (16) 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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FL
03/14/2017 - Present
401k Generation (ALTAMONTE SPRINGS, FL)
MO
12/19/2016 - 02/01/2017
EDWARD JONES (ST. LOUIS MO)
IA
Issued 02/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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