Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric William Holtz is a financial advisor who has been in the industry since December 13, 2011. Eric is currently registered with Realta Equities, Inc. in San Diego, CA. Eric has previously been registered with DAVINCI CAPITAL MANAGEMENT, INC., ARKADIOS CAPITAL, INDEPENDENT FINANCIAL GROUP, LLC, SUMMIT BROKERAGE SERVICES, INC., J.P. TURNER & COMPANY, L.L.C., M&T SECURITIES, INC., and MORGAN STANLEY SMITH BARNEY. Eric holds the Series 66, Series 7, and SIE licenses.
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.
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.
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2
CA
03/02/2022 - Present
Realta Equities, Inc. (San Diego CA)
DE
07/14/2022 - 05/10/2023
DAVINCI CAPITAL MANAGEMENT, INC. (Wilmington DE)
NY
02/24/2020 - 03/14/2022
ARKADIOS CAPITAL (Lewiston NY)
NY
10/11/2016 - 02/21/2020
INDEPENDENT FINANCIAL GROUP, LLC (Lewiston NY)
NY
08/29/2015 - 10/17/2016
SUMMIT BROKERAGE SERVICES, INC. (Lewiston NY)
NY
01/09/2014 - 09/25/2015
J.P. TURNER & COMPANY, L.L.C. (LEWISTON NY)
NY
11/26/2012 - 03/07/2013
M&T SECURITIES, INC. (BUFFALO NY)
NY
08/17/2010 - 06/04/2012
MORGAN STANLEY SMITH BARNEY (WILLIAMSVILLE NY)
BOTH
Issued 10/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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