Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Stever is a financial advisor registered with LPL Financial LLC in Woodland Hills, California. Eric has been working in the financial services industry since July 1994. Prior to joining LPL Financial LLC, Eric worked at CUSO Financial Services, L.P. in Van Nuys, California and Essex National Securities, Inc. in Napa, California. Eric specializes in providing financial planning, pension consulting, and other non-discretionary advisory services to individuals, businesses, and charitable organizations.
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.
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CA
04/10/2019 - Present
LPL Financial LLC (WOODLAND HILLS CA)
CA
03/20/2002 - 06/02/2015
CUSO FINANCIAL SERVICES, L.P. (VAN NUYS CA)
CA
07/24/1997 - 03/15/2002
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
01/16/1996 - 07/23/1997
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MA
07/14/1994 - 01/24/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/14/1994 - 01/24/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 04/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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