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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 Costello is a financial advisor with Raymond James Financial Services Advisors, Inc. Eric's career in the financial industry began in 1999. Eric is a registered representative in the state of California and holds a Series 63, Series 65, Series 7, Series 9, Series 10, and SIE licenses. Eric also has experience as a Registered Investment Advisor and is registered in several states. In addition to his work as a financial advisor, Eric is also the owner of Costello Wealth Strategies, Inc. and a landlord of a single family residence rental property in Crescent City, CA. Eric offers a range of financial services including financial planning, portfolio management for businesses and individuals, and educational seminars.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
01/01/2025 - Present
Raymond James Financial Services Advisors, Inc. (Aptos CA)
CA
06/28/1999 - 05/31/2013
EDWARD JONES (APTOS CA)
IA
Issued 01/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/15/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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