Unclaimed
Eric John Hamel is a financial advisor at One Capital Management, LLC, located in Westlake Village, CA. Eric has been in the financial services industry for over 16 years. Eric has a Series 66, Series 7, and SIE license. Eric is also a Certified Financial Planner. Eric specializes in providing financial planning, portfolio management, and advisory consulting services to individuals, families, and businesses. Eric has previously worked at Northwestern Mutual Investment Services, LLC and Equity Services, Inc. Eric is committed to providing his clients with personalized financial 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisory consulting services, firm provides sub-adviser services to two canadian registered etf, and to a luxembourg sicav
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
01/14/2020 - Present
ONE Capital Management, LLC (WESTLAKE VILLAGE CA)
NH
04/11/2006 - 11/28/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MANCHESTER NH)
VT
03/23/2005 - 03/15/2006
EQUITY SERVICES, INC. (MONTPELIER VT)
BOTH
Issued 11/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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