Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Christian Enriquez is a financial advisor at Commonwealth Financial Network. Eric has been in the financial services industry since June 2018. Eric is registered with the state of California as an investment advisor representative and a broker. Eric is also a registered principal with the Financial Industry Regulatory Authority (FINRA). Eric specializes in portfolio management for individuals, portfolio management for businesses, financial planning, pension consulting, and educational seminars. Eric has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans. Eric has passed the General Securities Representative Examination (Series 7), the Securities Industry Essentials Examination (SIE), the General Securities Principal Examination (Series 24), and the Uniform Combined State Law Examination (Series 66).
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
04/18/2022 - Present
Commonwealth Financial Network (SAN DIEGO CA)
CA
08/06/2018 - 06/01/2021
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
BOTH
Issued 06/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Enriquez is the right advisor for you? Invested Better is here to help.
