Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Silvestre is a financial advisor with over 20 years of experience in the industry. Eric is currently registered with Western International Securities, Inc., and has also held positions at J.P. Morgan Securities LLC, Chase Investment Services Corp., WAMU Investments, Inc., J.B. Oxford & Company, and WMA Securities, Inc. Eric has a wide range of experience in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Eric holds the Series 6, 7, 24, 63, and 65 licenses, and the SIE designation.
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
CA
09/05/2019 - Present
Western International Securities, Inc. (Westlake Village CA)
CA
10/01/2012 - 08/22/2019
J.P. MORGAN SECURITIES LLC (SANTA MONICA CA)
CA
10/20/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SANTA MONICA CA)
CA
12/07/2000 - 02/05/2009
WAMU INVESTMENTS, INC. (IRVINE CA)
CA
09/26/2000 - 11/28/2000
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
GA
03/23/1999 - 02/08/2000
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 03/03/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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