Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Wulff is a financial advisor with Marcum Wealth, LLC. Eric has been in the industry since 1994, and has a Series 6, 7, 31 and 63 license. He has worked at Marcum Wealth, LLC since December 2006 and has been registered as an investment advisor representative in Ohio and Texas. Eric is also a passive investor in a real estate partnership and an insurance agency. Eric specializes in providing financial planning, portfolio management, and pension consulting 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.
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
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
05/05/2023 - Present
Marcum Wealth, LLC (CLEVELAND OH)
OH
12/15/2006 - 02/04/2009
PURSHE KAPLAN STERLING INVESTMENTS (MAYFIELD VILLAGE OH)
OH
02/06/1996 - 01/03/2007
MORGAN STANLEY DW INC. (CLEVELAND OH)
NY
07/14/1994 - 01/12/1996
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
07/14/1994 - 01/12/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 04/03/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Eric Wulff is the right advisor for you? Invested Better is here to help.
