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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 Charles Schenk is a financial advisor with Osaic Wealth, Inc., an investment firm with a focus on providing financial planning and portfolio management for individuals, businesses, and charitable organizations. Eric has been in the financial services industry since March 1991 and has a broad range of experience in investment management and financial planning. Eric is registered with FINRA and holds the Series 6, 7, 63 and 65 licenses, as well as the SIE exam. Eric is dedicated to helping 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.
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.
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2
PA
11/02/2018 - Present
Osaic Wealth, Inc. (West Chester PA)
PA
04/01/1991 - 11/02/2018
SIGNATOR INVESTORS, INC. (West Chester PA)
MA
04/01/1991 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/28/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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