Unclaimed
Eric Langenfeld is a financial professional with over 10 years of experience in the financial services industry. Eric is currently an Investment Advisor Representative with Prosperity Capital Advisors in Westlake, Ohio. Prior to joining Prosperity Capital Advisors, Eric has held various roles with other firms including Farmers Financial Solutions, LLC, Pruco Securities, LLC, Valic Financial Advisors, Inc, and Allstate Financial Services, LLC. Eric holds licenses in Series 6, 63, 65 and 26. Eric's areas of expertise include financial planning, portfolio management for individuals and businesses, selection of other advisors and educational seminars.
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.
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
OH
05/16/2018 - Present
Prosperity Capital Advisors (WESTLAKE OH)
OH
01/10/2017 - 05/10/2018
FARMERS FINANCIAL SOLUTIONS, LLC (INDEPENDENCE OH)
OH
05/04/2015 - 11/25/2016
PRUCO SECURITIES, LLC. (Akron OH)
OH
04/14/2014 - 04/30/2015
VALIC FINANCIAL ADVISORS, INC. (INDEPENDENCE OH)
OH
12/06/2013 - 04/14/2014
ALLSTATE FINANCIAL SERVICES, LLC (AKRON OH)
OH
03/05/2013 - 12/09/2013
FARMERS FINANCIAL SOLUTIONS, LLC (INDEPENDENCE OH)
OH
11/22/2011 - 02/06/2013
FARMERS FINANCIAL SOLUTIONS, LLC (INDEPENDENCE OH)
IA
Issued 05/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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