Unclaimed
Eric Gallinger is a financial advisor with Stratos Wealth Partners, Ltd. in Irvine, CA. He has been in the financial industry since April 11, 2010, and has experience working with a range of clients, including high-net-worth individuals, corporations, and charitable organizations. Eric holds Series 6, 7, and 66 securities licenses. He is also registered as an Investment Advisor Representative in California and Texas. He is passionate about helping 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.
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.
Percentage of assets under management with third party managers
1
2
CA
02/17/2023 - Present
Stratos Wealth Partners, Ltd. (Irvine CA)
CA
02/05/2013 - 02/22/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (IRVINE CA)
CA
10/01/2012 - 12/05/2012
J.P. MORGAN SECURITIES LLC (NEWPORT BEACH CA)
CA
02/10/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEWPORT BEACH CA)
BOTH
Issued 04/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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