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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 Stroehle is an investment advisor representative at Osaic Wealth, Inc., based in Oakville, CT. Eric has over 20 years of experience in the financial services industry and holds a wide range of licenses and registrations, including the Series 6, 63, 65, and 22TO exams. Eric is committed to helping clients achieve their financial goals and has a proven track record of success. He specializes in providing a variety of advisory services, including financial planning, pension consulting, and portfolio management for businesses and individuals. Eric is also a registered investment advisor in Connecticut, Florida, and Texas.
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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CT
06/04/2024 - Present
Osaic Wealth, Inc. (OAKVILLE CT)
CT
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKVILLE CT)
CT
11/29/2017 - 03/01/2019
QUESTAR CAPITAL CORPORATION (NEWINGTON CT)
CT
06/21/2017 - 12/15/2017
AMERITAS INVESTMENT CORP. (Newington CT)
CT
03/19/2009 - 06/21/2017
CCF INVESTMENTS, INC. (Newington CT)
GA
10/08/2004 - 03/20/2009
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 01/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2022
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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