Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Wolstenholme is a financial advisor with Florida Financial Advisors, LLC. Eric has been in the financial industry since 2020. Eric is registered in Florida, Pennsylvania and New Jersey. Eric holds Series 63, 65 and 26 licenses. Eric is a financial advisor who provides financial planning, pension consulting and selection of other advisors. Eric specializes in financial advising for individuals, businesses and high net worth individuals. Eric's firm has approximately 1371 clients and manages approximately $199 million in assets.
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.
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.
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.
2% of net worth or assets for financial planning clients
1
2
PA
09/17/2020 - Present
Florida Financial Advisors, LLC (Philadelphia PA)
BC
Issued 10/10/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/26/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Eric Wolstenholme is the right advisor for you? Invested Better is here to help.
