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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 J Scheffler is a financial advisor with Edward Jones. Eric has been working in the financial services industry since 2006. Eric is registered with the state of Missouri and is licensed to provide investment advice to clients in Missouri, New York, and Texas. Eric has a series 6, series 7, series 63, and series 65 license. Eric specializes in providing financial advice to individuals and families, businesses, and retirement plans. Eric is also licensed to sell insurance. Eric's primary office is located in Lockport, NY. Eric is passionate about helping his clients achieve their financial goals and is dedicated to providing them with personalized financial advice.
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.
See schedule d - miscellaneous
1
2
NY
01/24/2023 - Present
Edward Jones (LOCKPORT NY)
NY
06/14/2010 - 10/06/2020
LPL FINANCIAL LLC (LEWISTON NY)
NY
04/08/2010 - 06/21/2010
UVEST FINANCIAL SERVICES GROUP, INC. (SNYDER NY)
NY
10/17/2005 - 11/10/2009
HSBC SECURITIES (USA) INC. (NIAGARA FALLS NY)
IA
Issued 10/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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