Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Milholland is a financial advisor with over 30 years of experience in the industry. Eric currently works with Raymond James Financial Services Advisors, Inc., located in Marysville, OH. Before joining Raymond James, Eric worked at Wells Fargo Advisors Financial Network, LLC for over 16 years. He also previously held positions at Edward Jones, Century Investors of America, Inc., and Milholland Financial Inc. Eric is licensed to provide investment advice in 26 states and has earned a number of securities licenses. Eric is dedicated to providing comprehensive financial planning services to individuals, families, and businesses.
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
OH
08/18/2021 - Present
Raymond James Financial Services Advisors, Inc. (Marysville OH)
OH
10/29/2004 - 08/23/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MARYSVILLE OH)
MO
10/15/1991 - 11/02/2004
EDWARD JONES (ST. LOUIS MO)
NA
05/15/1991 - 09/13/1991
CENTURY INVESTORS OF AMERICA, INC.
IA
Issued 07/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1991
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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