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Eric Joseph Weissman

Wilshire Pacific Capital Advisors, LLC

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About Eric Joseph Weissman

Eric Weissman is a financial professional with over 15 years of experience in the financial services industry. Eric is currently registered with Wilshire Pacific Capital Advisors, LLC, a financial firm that offers investment advisory services. Eric has previously worked at London & Pacific Capital Advisors, LLC, and Huntington Securities, LLC. Eric is licensed to offer securities and advisory services in the state of California. Eric has passed several industry exams, including the Series 7, Series 63, Series 24, and Series 14. Eric is dedicated to providing his clients with personalized financial advice and guidance.

Firm Information

Eric Weissman is currently registered with Wilshire Pacific Capital Advisors, LLC. Wilshire Pacific Capital Advisors, LLC is a Limited Liability Company formed in California on December 31, 2013. The firm is registered with the Securities and Exchange Commission and the state of California.

Not reported

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Eric Weissman’s Registration & Firm History

CA

12/22/2014 - Present

Wilshire Pacific Capital Advisors, LLC (BEVERLY HILLS CA)

CA

05/15/2007 - 03/06/2015

LONDON & PACIFIC CAPITAL ADVISORS, LLC (LOS ANGELES CA)

CA

10/24/2003 - 01/26/2005

HUNTINGTON SECURITIES, LLC (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 05/24/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Joseph Weissman.
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