Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Witt is a financial advisor with over 15 years of experience in the financial services industry. Eric is currently registered with Raymond James Financial Services Advisors, Inc. in Arizona and Texas and holds Series 7 and 66 licenses. Eric has previously worked for Morgan Stanley and Edward Jones. He is a dedicated professional who is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals. Eric provides financial planning, portfolio management for individuals and businesses, and pension consulting. He is also a part owner of Chandler Wealth Management LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AZ
02/15/2019 - Present
Raymond James Financial Services Advisors, Inc. (CHANDLER AZ)
AZ
01/13/2011 - 02/22/2019
MORGAN STANLEY (TUCSON AZ)
AZ
09/13/2007 - 01/18/2011
EDWARD JONES (SIERRA VISTA AZ)
BOTH
Issued 09/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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