Unclaimed
Eric Hilliard is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Raleigh, North Carolina. Eric has been in the financial services industry since 1996 and is registered as a broker-dealer and an investment advisor. His firm offers a variety of services, including financial planning, portfolio management, and investment advisory services. Eric is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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
NC
10/04/2018 - Present
Raymond James Financial Services Advisors, Inc. (RALEIGH NC)
FL
04/23/1996 - 04/07/1999
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
KS
10/05/1992 - 01/05/1993
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 01/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/27/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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