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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 Schwilk is a financial advisor with Cambridge Investment Research Advisors, Inc. located in Pittsford, NY. Eric has been in the industry since 1989 and holds licenses in multiple states. Eric provides a variety of financial services, including investment advisory, financial planning, and educational seminars. Eric is a Certified Financial Planner.
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.
Solicitation fees from 3rd party money managers
1
2
NY
02/15/2024 - Present
Cambridge Investment Research Advisors, Inc. (Pittsford NY)
NY
04/15/2011 - 02/26/2024
LPL FINANCIAL LLC (ROCHESTER NY)
NY
12/11/1991 - 04/20/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSFORD NY)
NY
04/26/1990 - 03/06/1997
MERRILL LYNCH FUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NA
07/18/1989 - 02/07/1990
F.N. WOLF & CO., INC.
IA
Issued 05/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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