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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 Jason Vospette is a financial advisor with over 30 years of experience in the industry. Eric Jason Vospette is currently registered with Ameriprise Financial Services, LLC and has been with Ameriprise since 2009. Previously, Eric Jason Vospette worked at Ameriprise Advisor Services, Inc. and Oppenheimer & Co. Inc., where he gained extensive experience in financial advising. Eric Jason Vospette has a broad range of expertise and serves a diverse clientele, including individuals, high-net-worth individuals, businesses, corporations, pension plans, charitable organizations, and trusts. Eric Jason Vospette is committed to providing personalized financial advice and helping clients 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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
KS
03/11/2010 - Present
Ameriprise Financial Services, LLC (Leawood KS)
MO
01/21/2005 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (KANSAS CITY MO)
NY
11/19/1996 - 01/28/2005
OPPENHEIMER & CO. INC. (NEW YORK NY)
TX
10/23/1992 - 12/03/1996
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
IA
Issued 12/30/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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