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 Weissman is a financial advisor at Osaic Wealth, Inc. located in Livingston, New Jersey. Eric has been in the financial industry since 1992. Eric is registered with the state of New Jersey and is licensed to offer advisory services in 14 other states. Eric holds the Series 6, 7, 63, and 65 licenses as well as the SIE exam and has earned the Chartered Financial Consultant designation. Eric has experience working with high net worth individuals, insurance companies, charitable organizations, corporations, and pension and profit-sharing plans. Eric provides financial planning, pension consulting, educational seminars, and portfolio management services to clients.
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.
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
NJ
11/02/2018 - Present
Osaic Wealth, Inc. (LIVINGSTON NJ)
NJ
04/01/2011 - 11/02/2018
SIGNATOR INVESTORS, INC. (LIVINGSTON NJ)
NJ
04/16/2008 - 04/06/2011
NEW ENGLAND SECURITIES (FAIRFIELD NJ)
NJ
07/20/2005 - 04/16/2008
NYLIFE SECURITIES LLC (SADDLE BROOK NJ)
MA
05/01/1997 - 06/13/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
10/16/1992 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
10/16/1992 - 02/23/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 01/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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