Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Papacosta is a financial professional who has been active in the financial industry since 2009. Eric holds Series 6, 63, 65 and SIE licenses. Eric is currently registered with Asset Allocation Strategies, LLC in California as a Registered Investment Advisor Representative. Prior to joining Asset Allocation Strategies, LLC, Eric was registered with Wells Fargo Advisors, LLC from 2011 to 2013. Eric has experience providing financial advice to individuals, high net worth individuals and retirement plans. Eric's specializations include financial planning, portfolio management for individuals and businesses, and educational seminars. In addition to working with Asset Allocation Strategies, LLC, Eric is also an insurance agent with GLP & Associates.
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.
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.
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
MI
08/01/2023 - Present
Asset Allocation Strategies, LLC (FARMINGTON MI)
CA
01/03/2011 - 03/07/2013
WELLS FARGO ADVISORS, LLC (SEAL BEACH CA)
CA
04/23/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SEAL BEACH CA)
CA
05/28/2008 - 05/04/2010
WELLS FARGO ADVISORS, LLC (SEAL BEACH CA)
IA
Issued 06/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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