Unclaimed
Eric Mazemke is a financial advisor with over 20 years of experience in the industry. Eric is currently registered with Cuso Financial Services, LP and has held prior registrations with J.P. Morgan Securities LLC, Commonwealth Financial Network, LINSCO/Private Ledger Corp., and Lutheran Brotherhood Securities Corp.. Eric specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Eric holds licenses in multiple states, including Arizona, Florida, Montana, Oregon, Washington, and Wisconsin. Eric is committed to providing personalized financial advice and helping clients achieve 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
WA
04/11/2017 - Present
Cuso Financial Services, LP (Vancouver WA)
OR
11/05/2013 - 03/22/2017
J.P. MORGAN SECURITIES LLC (PORTLAND OR)
WI
10/27/2004 - 10/31/2013
COMMONWEALTH FINANCIAL NETWORK (OCONOMOWOC WI)
SC
03/16/2001 - 11/09/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
11/25/1998 - 03/15/2001
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 01/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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