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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 Christopher Restrepo is a financial advisor with Lifeworks Advisors, LLC. Eric has been a financial advisor for more than 10 years. He is registered with the state of California as an Investment Advisor Representative. Eric has experience providing financial advice to individuals, families, and small businesses. He specializes in financial planning, portfolio management, and retirement planning. Eric holds Series 7, 66, and 65 licenses. He is also a licensed insurance agent.
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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CA
03/05/2024 - Present
Lifeworks Advisors, LLC (FOLSOM CA)
AZ
04/11/2022 - 02/22/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Scottsdale AZ)
CA
01/11/2012 - 07/09/2012
MORGAN STANLEY SMITH BARNEY (SACRAMENTO CA)
BC
Issued 08/25/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/21/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/21/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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