Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Charles Shearer is a financial advisor with over 20 years of experience in the industry. Eric is a Certified Financial Planner, and is currently registered with Osaic Wealth, Inc. in Worthington, OH. Eric has previously worked with FSC Securities Corporation, Chase Investment Services Corp., and Pruco Securities, LLC. Eric has a strong background in financial planning, capital needs analysis, and insurance. Eric has a proven track record of success in helping clients achieve their financial goals. Eric has a variety of specializations and is knowledgeable in various areas including, but not limited to, portfolio management for businesses, financial planning for individuals, and educational seminars.
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.
1
2
OH
11/03/2023 - Present
Osaic Wealth, Inc. (WORTHINGTON OH)
OH
10/29/2007 - 11/03/2023
FSC SECURITIES CORPORATION (WORTHINGTON OH)
OH
09/12/2006 - 10/26/2007
CHASE INVESTMENT SERVICES CORP. (GAHANNA OH)
OH
08/11/2003 - 09/11/2006
PRUCO SECURITIES, LLC. (COLUMBUS OH)
BOTH
Issued 09/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Shearer is the right advisor for you? Invested Better is here to help.
