Unclaimed
Eric Altenburg is an investment advisor representative with LPL Financial LLC in Albuquerque, New Mexico. Eric has been in the financial industry since 1994, providing investment advice to a variety of clients, including individuals, corporations, and charitable organizations. Eric is licensed to sell securities in Arizona, California, Colorado, Florida, Georgia, Minnesota, Missouri, Nebraska, New Mexico, North Carolina, Oregon, Texas, Washington, and Wisconsin. Eric is also a registered investment advisor in New Mexico and Texas.
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
NM
04/02/2012 - Present
LPL Financial LLC (ALBUQUERQUE NM)
NM
08/07/1994 - 03/29/2012
NEW ENGLAND SECURITIES (ALBUQUERQUE NM)
FL
10/28/1993 - 05/24/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 12/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/30/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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