Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Cardenas is an investment advisor representative who has been in the industry since 1992. Eric is currently registered with Kingswood Wealth Advisors, LLC and has been with the firm since February 2024. Eric specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals.
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.
Hourly consulting
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
CA
02/26/2024 - Present
Kingswood Wealth Advisors, LLC (Redondo Beach CA)
CA
01/30/2015 - 01/26/2024
WELLS FARGO CLEARING SERVICES, LLC (LOS ANGELES CA)
CA
11/14/2008 - 02/26/2015
UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)
CA
07/31/1993 - 12/03/2008
CITIGROUP GLOBAL MARKETS INC. (GLENDALE CA)
NY
11/23/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 11/06/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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