Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Kaleal is a financial advisor registered with LPL Financial LLC and Lighthouse Advisers, LLC. Eric has been in the financial services industry since 2012. Eric has passed the Series 63, Series 66, Series 7 and SIE exams. Eric has over 10 years of experience providing financial advice to individuals, families, and businesses. Eric is committed to helping clients achieve their financial goals. Eric's specializations include retirement planning, investment management, and insurance. Eric is registered in multiple states to provide investment advice and insurance products.
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
OH
01/03/2020 - Present
LPL Financial LLC (MENTOR OH)
OH
03/19/2012 - 01/20/2015
WELLS FARGO ADVISORS, LLC (PEPPER PIKE OH)
BOTH
Issued 07/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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