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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 Scheimer is a financial advisor with over 25 years of experience in the industry. Eric is currently registered with LPL Financial LLC and has been with the firm since 1998. Previously, Eric worked with LINSCO/PRIVATE LEDGER CORP. and EVEREN SECURITIES, INC. Eric has a wide range of experience and holds the Series 7, Series 24, Series 31, and Series 63 licenses. Eric is also a registered Investment Advisor Representative in Colorado. Eric works with a variety of clients, including individuals, families, businesses, and charitable organizations. Eric provides a wide range of financial services, including financial planning, investment management, and retirement planning.
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.
1
2
CO
01/01/1999 - Present
LPL Financial LLC (EVERGREEN CO)
NA
03/23/1998 - 04/14/1998
LINSCO/PRIVATE LEDGER CORP.
MO
01/21/1997 - 03/26/1998
EVEREN SECURITIES, INC. (ST. LOUIS MO)
BC
Issued 01/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 01/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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