Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Schindler is a financial professional with over 35 years of experience in the industry. He has held various roles at several firms, including Pacific West Securities, Inc. and National Planning Corporation. Eric currently works as a Registered Representative for LPL Financial LLC. Eric is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 24 and 63 licenses. Eric is also a Chartered Financial Consultant. His areas of expertise include retirement planning, investment management, and insurance planning. Eric is committed to providing his clients with personalized advice and guidance to help them achieve 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
04/22/2016 - Present
LPL Financial LLC (LA MESA CA)
CA
02/28/2012 - 04/22/2016
CETERA ADVISORS LLC (LA MESA CA)
CA
06/17/2005 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (LA MESA CA)
CA
05/01/2000 - 06/17/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
AZ
11/16/1998 - 05/08/2000
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
03/03/1995 - 11/16/1998
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
IA
12/18/1986 - 03/10/1995
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BC
Issued 12/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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