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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 G.v.r. Finke is an Investment Advisor Representative with Sovran Advisors, LLC. Eric has been in the industry since October 2003 and holds Series 6, 7, 63, and 65 licenses. Eric has experience working with several other firms including MML Investors Services, LLC and MSI Financial Services, Inc. Eric specializes in providing financial planning and asset management services for individuals, businesses, charitable organizations, and pension and profit-sharing plans. Eric is committed to providing personalized financial advice and guidance to help 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.
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
02/23/2024 - Present
Sovran Advisors, LLC (SAN DIEGO CA)
CA
03/25/2017 - 03/06/2024
MML INVESTORS SERVICES, LLC (Los Angeles CA)
CA
04/08/2011 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LOS ANGELES CA)
CA
07/22/2009 - 03/31/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
10/21/2003 - 08/18/2009
WORLD GROUP SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 03/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/20/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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