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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Beittel is a financial advisor with over 20 years of experience in the industry. Eric Charles Beittel is currently registered with Silver Oak Securities, Inc., and is a Certified Financial Planner. Eric has a broad range of experience in financial services, including portfolio management, financial planning, and pension consulting. Eric Charles Beittel is committed to providing personalized financial advice to help clients achieve their 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
PA
03/31/2023 - Present
Silver OAK Securities, Inc. (Harrisburg PA)
PA
08/12/2013 - 04/03/2023
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HARRISBURG PA)
PA
01/09/2003 - 08/14/2013
NATIONAL PLANNING CORPORATION (MECHANICSBURG PA)
IA
05/02/2001 - 01/02/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NJ
01/17/2000 - 04/10/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 02/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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