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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 Breecher is a financial advisor who has been in the industry since 1998. Eric is registered with Ameriprise Financial Services, LLC and has a total of 21 state licenses. He is licensed to provide advisory services in Alaska, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Louisiana, Minnesota, Montana, New York, North Carolina, Oregon, Texas, Utah, Washington and Wisconsin. Eric has passed the Series 6, 7, 31, 63, 65, and SIE exams. Eric has been with Ameriprise Financial Services, LLC since 2020. Prior to joining Ameriprise, Eric worked at Oppenheimer & Co. Inc. and WM Financial Services, Inc. Eric specializes in providing financial planning, asset allocation services, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals.
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.
Asset allocation services
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
WA
09/08/2016 - Present
Ameriprise Financial Services, LLC (Bellevue WA)
WA
05/25/2005 - 09/01/2016
OPPENHEIMER & CO. INC. (BELLEVUE WA)
CA
09/25/2000 - 05/25/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
OH
03/31/1998 - 10/02/2000
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
NA
01/22/1987 - 03/20/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
IA
Issued 06/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 01/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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