Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric L. Ross is a financial advisor with LPL Financial LLC in Long Beach, California. Eric is a registered representative with the firm and holds Series 7, 63, 24, and 66 licenses. Eric has over 19 years of experience in the financial services industry and has been with LPL Financial LLC since May 2024. Prior to that, Eric worked at Crown Capital Securities, L.P. and Edward Jones. Eric specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Eric also holds a notary public commission and works as an engineer for Dignity Health.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
05/01/2024 - Present
LPL Financial LLC (LONG BEACH CA)
CA
10/21/2009 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (LONG BEACH CA)
CA
09/16/2008 - 10/30/2009
LPL FINANCIAL CORPORATION (LONG BEACH CA)
CA
11/10/2004 - 09/04/2008
EDWARD JONES (LONG BEACH CA)
BOTH
Issued 04/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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