Unclaimed
Eric T Lapai is a registered representative with Fifth Third Securities, Inc. Eric has been in the financial services industry since 2019. Eric has a Series 7, 63 and 65 license and is registered in Florida, Georgia, Illinois, Michigan, North Carolina, Ohio, and Tennessee. Eric's firm specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Eric's firm manages assets for individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, charitable organizations, and pooled investment vehicles.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
GA
07/24/2019 - Present
Fifth Third Securities, Inc. (LAWRENCEVILLE GA)
IA
Issued 07/23/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/11/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/15/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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