Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Becker is an investment advisor representative with Encompass More Asset Management LLC. Eric is registered with the state regulators of Wisconsin and Texas. Eric is licensed in Wisconsin as an insurance agent. Eric has been in the financial services industry since 2002. Eric was previously registered with PURSHE KAPLAN STERLING INVESTMENTS, THE STRATEGIC FINANCIAL ALLIANCE, INC., and WORLD GROUP SECURITIES, INC.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
09/09/2024 - Present
Encompass More Asset Management LLC (DANVILLE CA)
WI
01/02/2014 - 12/31/2014
PURSHE KAPLAN STERLING INVESTMENTS (WAUKESHA WI)
WI
11/05/2010 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (WAUKESHA WI)
WI
06/11/2002 - 11/04/2010
WORLD GROUP SECURITIES, INC. (WAUKESHA WI)
IA
Issued 12/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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