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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 Coffman is a financial advisor at Valmark Advisers, Inc. Eric has been in the financial services industry since 1993 and is currently registered with FINRA and the state of Ohio. Eric provides wealth management services to clients, including investment and insurance products. Eric also has a background in consulting and has been involved in a number of other businesses over the years. Eric has a strong commitment to helping his clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Consulting
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
04/01/2022 - Present
Valmark Advisers, Inc. (Fairlawn OH)
RI
02/05/1993 - 08/06/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MI
05/01/1992 - 01/30/1993
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 08/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/04/2003
Series 24 - General Securities Principal Examination
BC
Issued 08/21/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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