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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 Welt is a financial advisor with over 23 years of experience in the industry. Eric has held various roles at several reputable firms, including Bear, Stearns & Co. Inc., Prudential Investment Management Services LLC, Prudential Securities Incorporated, Calamos Financial Services LLC, and Security Distributors, Inc. Eric is currently registered as an Investment Advisor Representative with Mesirow Financial Investment Management, Inc. and Mesirow Institutional Investment Management, Inc. Eric specializes in providing financial planning and portfolio management services for individuals, businesses, and investment companies. Eric also has experience in providing pension consulting and selection of other advisors.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
05/18/2016 - Present
Mesirow Financial Investment Management, Inc. (CHICAGO IL)
IL
08/27/2007 - 03/12/2013
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
KS
06/19/2007 - 08/17/2007
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
NY
06/16/1999 - 08/15/2005
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NJ
12/24/1998 - 06/09/1999
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
12/19/1994 - 01/27/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/12/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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