Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Rechtin is a financial advisor with over 20 years of experience in the industry. Eric is registered with Osaic Wealth, Inc. and has been with the firm since September 2023. Prior to that, Eric was with SAGEPOINT FINANCIAL, INC. and NEXT FINANCIAL GROUP, INC. Eric has a broad range of experience, including securities, investments, insurance, and financial planning. Eric holds the Series 7, Series 66, and SIE licenses. Eric is also a member of Four Point Holdings, LLC and serves on the board of directors of Joining for Jacob, Inc. Eric is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals.
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.
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.
1
2
MO
05/13/2024 - Present
Osaic Wealth, Inc. (ST. LOUIS MO)
MO
11/11/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ST. LOUIS MO)
MO
07/01/2005 - 11/16/2011
NEXT FINANCIAL GROUP, INC. (CHESTERFIELD MO)
KS
02/20/2002 - 07/06/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 03/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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