Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Stewart has been in the industry since October 2005 and is currently registered with OFG Financial Services, Inc. in Topeka, KS. Eric Stewart holds a Series 6, Series 63 and SIE license. Eric Stewart has a total of 4 state registrations, including in Kansas, Missouri, Nebraska, and New Mexico. Eric Stewart also previously worked with PFS INVESTMENTS INC. in Duluth, GA. Eric Stewart's specializations include portfolio management for individuals, businesses and selection of other advisors. OFG Financial Services, Inc. has a total of 800 accounts under management, including 793 accounts for individuals other than high-net-worth individuals and 7 accounts for corporations or other businesses. OFG Financial Services, Inc. provides a wide range of financial services including financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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.
Timing services provided by others
1
2
KS
03/02/2009 - Present
OFG Financial Services, Inc. (TOPEKA KS)
GA
07/19/2007 - 03/03/2009
PFS INVESTMENTS INC. (DULUTH GA)
GA
10/11/2005 - 07/11/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 09/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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