Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Beahn is a financial advisor with over 17 years of experience in the industry. Eric is a registered representative with Stratos Wealth Partners, Ltd. and provides investment advisory services through Stratos Wealth Partners, Ltd., an independent investment advisor firm. Eric is also registered as an investment advisor representative in Ohio, Louisiana and Texas.
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.
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.
Percentage of assets under management with third party managers
1
2
OH
03/24/2016 - Present
Stratos Wealth Partners, Ltd. (BEACHWOOD OH)
OH
03/11/2010 - 01/20/2012
PNC INVESTMENTS (CLEVELAND OH)
OH
03/07/2005 - 03/05/2010
AMTRUST INVESTMENT SERVICES, INC. (CLEVELAND OH)
IA
Issued 10/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2009
Series 4 - Registered Options Principal Examination
BC
Issued 06/05/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/26/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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