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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 Burstock is an investment advisor representative with Trek Financial. Eric is a Registered Investment Advisor (RIA). Eric Burstock is registered to provide investment advisory services in Virginia. Eric's firm, Trek Financial, has been in business since 2018 and manages assets for individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Eric specializes in providing financial planning and consulting services. Eric is also experienced in portfolio management, providing services for businesses, individuals, and pooled investment vehicles. Eric has been working in the financial services industry since 1986. He has worked in a variety of roles, including financial advisor, insurance agent, and franchise development specialist. Eric is a member of several professional organizations, including the National Association of Personal Financial Advisors (NAPFA). He is a certified Personal Financial Specialist (PFS) and has extensive experience in helping clients reach 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.
Personalized portfolio management to meet individual financial objectives.
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.
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AZ
12/12/2018 - Present
Trek Financial (SCOTTSDALE AZ)
VA
02/26/1991 - 11/21/1995
INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)
NY
11/25/1986 - 05/23/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
11/25/1986 - 05/23/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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