Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Michael Schindler is a financial advisor with LPL Financial LLC. He has been in the industry since July 5, 2012. Eric holds Series 7 and Series 63 securities licenses and Series 65 investment advisor licenses. He has experience working with a variety of client types including high-net-worth individuals, corporations, and charitable organizations. Eric is registered to provide investment advice in 27 states. Prior to joining LPL Financial LLC, Eric was affiliated with Cetera Advisors LLC.
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
CA
12/26/2020 - Present
LPL Financial LLC (LA MESA CA)
CA
07/06/2012 - 04/21/2016
CETERA ADVISORS LLC (LA MESA CA)
IA
Issued 10/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Schindler is the right advisor for you? Invested Better is here to help.
