Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Mechler is a financial advisor with over 10 years of experience in the industry. Eric is a Certified Financial Planner and a Chartered Financial Consultant. Currently, Eric is a Managing Partner at Alpha Zero LLC. Eric has held previous roles at firms such as Purshe Kaplan Sterling Investments, MML Investors Services, LLC, and MSI Financial Services, Inc.. Eric is registered with FINRA and the state of Florida.
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.
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.
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2
FL
05/06/2022 - Present
Alpha Zero LLC (BOCA RATON FL)
CT
03/02/2020 - 05/03/2022
PURSHE KAPLAN STERLING INVESTMENTS (Westport CT)
CT
03/25/2017 - 03/04/2020
MML INVESTORS SERVICES, LLC (SHELTON CT)
CT
07/26/2012 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
BOTH
Issued 10/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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