Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Trapasso is a financial advisor registered with Cetera Investment Advisers LLC. Eric has been in the industry since December 2006 and has held previous roles with TOWER SQUARE SECURITIES, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Eric is licensed in California, Florida, Hawaii, New York, and Texas and is also a registered Investment Advisor. Eric is a dedicated advisor with a focus on helping veterans with disability claims and assisting them in getting their lives on track.
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.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (WESTMINSTER CA)
CA
03/23/2009 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (WESTMINSTER CA)
CA
10/05/2006 - 01/20/2009
METLIFE SECURITIES INC. (IRVINE CA)
CA
10/05/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (IRVINE CA)
BOTH
Issued 10/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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