Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Dudley is an investment advisor representative with Portfolio Medics, LLC. Eric is a registered investment advisor representative in Florida, Georgia, and North Carolina. Eric has been in the industry since April 2019 and holds the Series 63, 65, and SIE licenses. Eric is also the owner of Dudley Financial and an agent for Florida Financial and Insurance Group, where Eric transacts in insurance products.
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.
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.
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FL
08/17/2020 - Present
Portfolio Medics, LLC (Venice FL)
FL
04/20/2019 - 08/14/2020
PFS INVESTMENTS INC. (SARASOTA FL)
IA
Issued 09/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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