Unclaimed
Eric Francis Woidke is a registered investment advisor representative with Ancora Advisors LLC. Eric has been in the securities industry for 22 years. Eric is registered with FINRA and has passed the Series 7, Series 66 and SIE exams. Eric is also registered in Ohio as an Investment Advisor Representative. Eric has previously been employed by AMERICA NORTHCOAST SECURITIES, INC., SAFEGUARD SECURITIES, INC., FIFTH THIRD SECURITIES, INC. and FIFTH THIRD/MAXUS SECURITIES INC. Eric's current firm Ancora Advisors LLC, is located in Mayfield Heights, Ohio. Eric also serves as a board member for the Community Foundation of Lorain County.
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.
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.
Insurance & credit and cash management solutions
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Revenue sharing with frs, and on credit and cash mgmt solutions
1
2
OH
08/04/2011 - Present
Ancora Advisors LLC (MAYFIELD HEIGHTS OH)
OH
09/19/2005 - 06/26/2017
AMERICA NORTHCOAST SECURITIES, INC. (Cleveland OH)
OH
04/09/2013 - 12/31/2015
SAFEGUARD SECURITIES, INC. (MAYFIELD HEIGHTS OH)
OH
12/15/2001 - 09/30/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
06/15/2000 - 12/15/2001
FIFTH THIRD/MAXUS SECURITIES INC (CLEVELAND OH)
BOTH
Issued 01/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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