Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Thomas is a financial advisor with over 10 years of experience in the financial services industry. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, 63, 65, 52TO, 53 and 24 licenses. Eric is registered with Clarity Capital Management LLC and has previously worked at Ameriprise Financial Services, LLC, M Holdings Securities, Inc., ING Financial Partners, Inc. and ING Financial Advisors, LLC. Eric’s clients include high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth individuals. Eric is a member of the Oregon Bar and has been licensed to practice law since 2008. Eric is also a member of the National Association of Personal Financial Advisors (NAPFA). Eric's practice is focused on providing personalized financial advice to individuals and families. He specializes in retirement planning, investment management, and estate planning. Eric is committed to providing his clients with the highest level of service and expertise.
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.
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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2
OR
03/19/2021 - Present
Clarity Capital Management LLC (Tigard OR)
OR
11/04/2019 - 03/09/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Portland OR)
OR
03/06/2012 - 10/07/2019
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
NY
01/03/2011 - 10/19/2011
ING FINANCIAL PARTNERS, INC. (GANSEVOORT NY)
NY
10/16/2008 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (GANSEVOORT NY)
IA
Issued 07/01/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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