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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 Shoenfeld is a financial advisor associated with Prime Capital Financial. Eric has been in the industry for over 20 years, and has experience as an investment advisor representative for firms such as Wachovia Securities, LLC, Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Eric is a Series 6 and Series 65 licensed professional and is registered in Texas and Virginia. Eric provides a range of financial services, including portfolio management, financial planning, pension consulting, qualified retirement plan services, and consulting services. Eric is also a member of the investment committee of the Richmond Jewish Foundation.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
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2
VA
04/30/2019 - Present
Prime Capital Financial (Richmond VA)
MO
05/31/2000 - 04/18/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
WI
01/10/2000 - 03/08/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
01/10/2000 - 03/08/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 11/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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