Unclaimed
Eric Stiba is a financial advisor with over 15 years of experience in the industry. He is currently registered with Lion Street Advisors, LLC and holds a Series 7, Series 63, and Series 65 license. Eric is a dedicated professional who is committed to helping clients achieve their financial goals. Eric Stiba is a member of the Calibrate Wealth Partners where he recruits life insurance and investment advisors. Eric Stiba is an active advisor in Texas and New Hampshire and is committed to providing his clients with comprehensive financial planning, investment management, and retirement planning services. Eric Stiba can help you develop a personalized plan to meet your unique needs and help you reach your 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.
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.
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2
TX
09/22/2016 - Present
Lion Street Advisors, LLC (WACO TX)
TX
02/23/2009 - 09/27/2016
WOODBURY FINANCIAL SERVICES, INC. (WACO TX)
IA
Issued 09/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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