Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Danielle Metz is a financial advisor at Raymond James Financial Services Advisors, Inc. Erica has been in the financial services industry since June 2018. Erica is registered with the state of New Jersey and Texas. Erica is a Certified Financial Planner and offers financial planning, pension consulting, and educational seminars. Erica also provides portfolio management for individuals 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
NJ
03/05/2019 - Present
Raymond James Financial Services Advisors, Inc. (Cedar Knolls NJ)
BOTH
Issued 08/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/07/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Erica Metz is the right advisor for you? Invested Better is here to help.
